EMI: Standalone Share Option Agreement & Shareholder/Board Resolutions

This service allows employers to grant share options to key employees in a tax-efficient way as a reward for their efforts within the business and/or to retain and incentivise key staff.

Please note, this service will also require support from your company accountants, who must first make an application to HMRC for advance assurance that your company is eligible to grant EMI options.

Who this service is for

Any employer looking to grant share options to employees
Key benefits

  • Connect with an experienced lawyer quickly and simply
  • Get a qualified opinion on your issue/s
  • Upfront and transparent pricing

What happens after purchase?

Your lawyer will onboard you (KYC, conflicts checks, and client care letter - if applicable)
You send supporting material to the lawyer ahead of the meeting
Consultation takes place
Lawyer sends an email to summarize high level points from the conversation and quotes for any further work required
Leave a review and testimonial of your experience for future customers

FAQ’s

What the service will cover
  • An initial call/videocon to discuss your objectives
  • A discussion draft of the Standalone Share Option Agreement and shareholder/board resolutions for your review and feedback
  • Completion of any required changes and preparation of the final draft of the agreement and resolutions
What the service excludes
  • Face to face meetings
  • Review of an existing share option agreement
  • The supply of accountants – you will need to ask your business accountants to complete an initial application to HMRC
What you need to provide
  • Copies of any relevant existing documentation and a good understanding of your business needs
  • The first step after the purchase will be to provide verification of your identity and supply the following documentation so your adviser can carry out their ‘Know Your Customer’ (KYC) and ‘Anti-Money Laundering’ (AML) checks. Please have the following at hand but note that this may not be a complete list:
    • Company name, VAT number (if applicable), registration number
    • Key contacts and associated contact details including email and mobile
    • The names and home addresses of all directors
    • Home utility bill (no more than 3 months old) and passport for every person who owns or controls more than 25% of the voting rights of your business
A brown haired man in a white shirt and navy blazer
Damion Way
Tiger Law

0203 322 8205

I am an experienced commercial lawyer who trained with Allen & Overy (London, Hong Kong, Tokyo). I l...

£1,500.00 +VAT

Sold By: Damion Way

25 years experience across

Creative Industry
Tech, IT and Software

Not sure what you’re looking for?

Let us match you with a legal advisor

Get matched

A brown haired man in a white shirt and navy blazer
Damion Way
Tiger Law

0203 322 8205

I am an experienced commercial lawyer who trained with Allen & Overy (London, Hong Kong, Tokyo). I l...

£1,500.00 +VAT

Sold By: Damion Way

25 years experience across

Creative Industry
Tech, IT and Software

Not sure what you’re looking for?  Let us match you with a legal advisor