Many of our clients have the in-house capability to manage the majority of the day to day aspects of director and employee share ownership.

However, there are times when our specialist consultancy services are needed – ranging from a quick phone call to check a specific tax point to assistance with a new project.

Specific occasions when you may want help include:

• You are undertaking a merger or acquisition and need someone to focus on your employee share plans;
• You are going through a share capital reconstruction or consolidation;
• Perhaps a change of staff has unearthed some issues with your share plan data and you need some help auditing or, perhaps, recreating your registers;
• You are looking to find a new broker, registrar, or Trustee and you would like some advice and assistance;
• You are undertaking data reconciliation or providing information for due diligence purposes and some additional assistance would give you a fresh pair of eyes.

If you would like to discuss our ad-hoc share plan consultancy services further, please contact us to discuss.