Thomas Dalby (Gabelle) answers a query about an employee share scheme for a company that had been sold to a private equity house.
Thomas Dalby (Gabelle) answers a query on managing the retirement of a senior employee who holds company shares, as well as assets in an EBT.
Jonathan Fletcher Rogers (Abbiss Cadres) answers a query on whether the employee shareholder status scheme is appropriate for an unlisted company
Graeme Nuttall explains recent innovative measures to promote the John Lewis employee ownership model, especially as a business succession solution
There are viable alternatives to EMI if a company does not qualify or an individual employee does not meet the criteria to participate. Thomas Dalby sets out the key considerations for advisers.
David Cohen considers how FA 2013 has created two contrasting opportunities for employee shareholders to pay little or no CGT.
Bill Cohen reviews changes to the ‘rights for shares’ rules.
Mike Gibson and Chris Sanger report
Nigel Neville outlines the month's responsibilities for advisers