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Employee Share Ownership Scheme Legal Advice

To be able to advise properly on any form of employee share ownership you need to understand employment law, taxation, the strategic objectives of the business and people.


Our Employee Share Ownership specialists Jonathan Oxley and Melanie List combine the necessary technical skills with a genuine enthusiasm for the benefits that wider share ownership can bring to businesses and to the people who make those businesses successful.

We also understand the pitfalls and common misconceptions.  Our legal advice may well be that wider employee ownership is not a good idea in a particular business.  Shares can be a powerful incentive for employees, but the promise of shares can backfire if expectations are not managed.  Our experience will ensure you minimise any downside risks.

Our team of employee share ownership scheme lawyers advise regularly on HMRC approved plans (CSOP, SAYE and SIP) and also Enterprise Management Incentive ("EMI") options which are currently the most popular vehicle for wider share ownership in SMEs and owner-managed businesses. EMI options enjoy significant tax advantages for both the Company and the employee.

We regularly produce articles in the regional press on the subject and Melanie is also a member of the Practical Law Share Schemes and Incentives Consultation Board.

We are members of the Employee Ownership Association (“ESO”) and advise on the transition of companies into ownership by their employees, including through new –style Employee Ownership Trusts (“EOTs”) - see our article.

We are also experts in creating shares with different classes of rights, whether these are what are referred to as "growth shares" or otherwise.  Used in the right way, shares of different classes can provide an ideal vehicle for incentivising and rewarding key employees.

It is also possible to use limited liability partnership (LLPs) to provide a structure for wider ownership and participation.

Talk to us

With offices in Leeds, Sheffield and York, we can offer our services either on a face-to-face basis, by post or email. If you would like an initial free discussion on whether some form of wider employee ownership is right for your business please contact Jonathan Oxley at (jonathan.oxley@luptonfawcett.law, 0113 280 2091) or Julian Moran (julian.moran@luptonfawcett.law, 0113 280 2065).

We will discuss with you what sort of employee share incentive might work best in your business, without obligation.

Get in Touch

With Lupton Fawcett on your side, you're taking control. Contact us today.

Enquiry Form

Please complete this form to make an enquiry and we will get back to you as soon as we can.

Remember you can still call us on 0333 323 5292 or email us at corporate@luptonfawcett.law

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Testimonials

  • I have known Dan for a number of years and he has been a valuable source of commercial advice across a wide range of issues.

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    Dirk Mischendahl, Ross and Cashmore Limited; Leeds Ice Cream Company Limited

    Having Giles Clegg acting for us at director level, with this wealth of experience, meant that we were constantly several steps ahead of the other advisers.

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    Henry Robinson
  • Jonathan Oxley is an invaluable sounding board with a can-do attitude.

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    Chambers and Partners

    Andrew and his colleagues at Lupton Fawcett were accessible and they provided us with excellent advice throughout the cross-border transaction. We would recommend the services of Andrew and his team to others.



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    Andrea Pappagallo, Vice President, Federal-Mogul Inc
  • Andrew's involvement in the negotiations helped us secure a very beneficial outcome for both Empowering Wind MFC Limited and Middlesbrough FC.

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    Paul Millinder, Managing Director, Empowering Wind MFC Limited

    Max is an excellent lawyer who knows my businesses inside out and always deal with my requirements promptly, efficiently and I can always rely on him to just 'sort it out' for me.

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    John Hill, Hill Care Group
  • Martin provided not only spot on and instant legal advice, but he also came with a masterful and passionate negotiation technique - I'm glad he was on our side!

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    Richard Hunt, CEO, Agility Multichannel Limited

    Giles and his team were invaluable to us, showing outstanding attention to detail coupled with a commercial and pragmatic approach where necessary.

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    Peter Watson, Managing Partner, Simpson Millar
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