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We can work with you on just one element of your programme, or deliver an end to end solution to enable you to realise cost and operational efficiencies while ensuring your employees receive the highest level of service.
Our offices in the UK, the Channel Islands and Ireland provide services including share plan administration, share option and grant valuations, trustee services, share dealing and wealth management services. 

You can take advantage of our complete and convenient solutions, with one point of contact for all your employee share plan needs. 

Share plans: popular and effective

Tax-advantaged employee share plans remain one of the most popular ways for companies to attract, retain and motivate their key people. Whether it’s an all-employee plan or a bespoke executive plan, we listen to your requirements and tailor our services to suit these needs. 

We’ve been managing employee share plans from our offices in the UK and Jersey for more than 25 years. With a team of highly experienced and qualified relationship managers and a skilled operations team, we successfully administer a large number of share plans to over 200 companies globally. 

We offer a complete set of services to companies ranging from owner managed businesses to multi-national organisations listed on recognised stock exchanges, with a variety of different employee share plan designs including:

  • Share incentive plans (SIP)
  • Sharesave (SAYE)
  • Executive share plans
  • International share plans
  • Employee benefit trusts (EBT)
  • Enterprise management incentives (EMI) 
  • Irish profit share schemes
  • Tax-advantaged profit sharing scheme (APSS)
  • Restricted share schemes (RSS/Clog)
  • Employee share ownership trusts (ESOT).

We work with companies to help increase the response to their employee share plan through effective communication programmes. Our Share Portal, which we can brand, translate and integrate with your own digital channels, provides a seamless online experience for employees to manage their accounts. Our online and ecommunications service underlines our commitment to helping you improve efficiency and reduce the use of paper, while providing employees with a convenient method to participate in your share plan. 

Contact details:

David Isaacs
Head of Registration and Employee Share Plans Development
+44 (0)20 7954 9752
+44 (0)7825 843 733