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Attract, develop, retain and incentivise

It goes without saying that your workforce is your most valuable asset. We know that companies who reward employees with equity are more productive and profitable, particularly as those employees who understand the part they play in the company’s success tend to work harder to increase the value of the capital they hold in the business.

Share schemes take many forms, from Government ‘approved’ schemes such as the incredibly successful Enterprise Management Incentive Scheme (EMI) through to more bespoke Growth Share arrangements. Thankfully we’re well-versed in implementing all forms of share schemes and we support every share scheme we implement with a thoroughly prepared tax valuation to ensure HMRC are fully onboard from the outset.

Our approach

We work closely with you and your lawyers to design and implement the right employee share incentive arrangement for your business. We take the time to ensure that both you and your employee(s), fully understand how the scheme works, as well as understanding what you’re getting into and how the scheme operates to build future capital value for all involved.

A great deal of this process is about good, clear communication from the beginning which is something we pride ourselves on.

Our services

Design and implementation of approved and unapproved share schemes

Share and management incentivisation valuations

HMRC share option reporting and compliance

Share valuations for family succession, IHT planning and for separation or divorce

Valuations required as part of due diligence prior to a company sale

Transfers of intellectual property

Capital gains disposals

Goodwill valuations

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Key Contact

Alex Hall

Senior Manager


I am a Chartered Tax Adviser and Chartered Accountant with over 15 years’ experience working in tax. My main focus has been working with owner-managed businesses in a range of different sectors to deliver tax solutions to the companies and their owners.

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Knowledge Articles

Read all of our Share Scheme & Valuation knowledge articles here

Does new HMRC guidance mean the end of the road for a Company Purchase of Own Shares by way of a multiple-completion contract?

23 February 2022

Locking in Capital Gains Tax Rates – Pay now, or pay later?

22 February 2022

The use of EBITDA and EV/EBITDA multiples in tax valuations

25 January 2022

Enterprise Management Incentive Factsheet

13 October 2021

EMI And COVID-19: Update From HMRC On The Working-Time Qualification

11 February 2021

A Useful Update From HMRC On The Impact Of COVID-19 On Share Schemes

11 February 2021


Our clients say

The Claritas team were flexible and responsive in relation to our needs from beginning to end on the sale of our business.

Along with their expert advice, we really valued this agility, so as the structure of the transaction developed, Claritas adapted their approach to these changing requirements, to provide us with the right advice whenever we needed it.

–   Andy Reeves, Muddy Boots

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Our Solutions

Which area can we help you with?

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Corporate and International Tax

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Employment Taxes

Grant Funding

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Innovation Reliefs

Land and Property

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Private Client

Tax Dispute Resolution

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Transactions Tax

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Venture Capital Tax Reliefs

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Working with Accountants

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Get in touch

To find out more about what we do, please get in touch.

    I am happy for Claritas Tax to get in touch with me regarding my enquiry