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Share Schemes At a Glance – free handy guide 2014-2016

If you have ever wondered about a particular tax rate or time limit for a certain type of employee share scheme, you will no longer need to go hunting around the various government websites.

The team at Pett Franklin have collated all the key facts and figures for the tax years 2014-15 and 2015-16 into a handy guide, which may be downloaded for free here.

With any share scheme it is important to keep up-to-date with the latest changes in tax, regulatory issues and employment law. 

Following the July 2015 Budget, the guide has been designed to give those considering an employee share scheme, all the facts, figures and must-have information for the upcoming year relating to:

  • Enterprise management incentives (EMIs)
  • Company share option plans (CSOPs)
  • Save as you Earn (SAYE)
  • Share Incentive Plans (SIPs)
  • Employee Shareholder Status( ESS also called Shares for Rights)
  • Employee Ownership Trusts)

The guide provides key information on:

  • participation limits;
  • key requirements;
  • bonus rates;
  • income tax;
  • national insurance contribution;
  • capital gains tax;
  • grossing up;
  • loan criteria; and
  • key dates.

For further information, please contact David Pett, William Franklin or Stephen Woodhouse at Pett Franklin on 0121 348 7878