Fixed fee services for SMEs
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Enterprise Management Incentives (EMI share Options) documentation: |
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Our fixed fee |
Typical fee elsewhere* |
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EMI Option Agreement providing for the grant of EMI options exercisable either based on time vesting or on an exit/sale of the company and incorporating standard leaver provisions. Vesting can also be based on performance measures if required
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£1,350 |
£2,000 |
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A briefing document for employees showing the key terms of the EMI agreement including the tax implications
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Included above |
Included above |
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Form EMI 1 - notice of the grant of EMI options to HMRC
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Included above if 5 or fewer; additional £250 per 10 staff |
Included above |
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Advance assurance application to HMRC (for clearance that the company is eligible for EMI purposes) including preparing and sending the letter to HMRC requesting advance assurance, and the supporting documentation
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£500 |
£2,000 |
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HMRC Share Valuation Application consisting of the letter to HMRC requesting agreement to the proposed share valuation, compiling supporting documentation and then any dialogue or negotiation with HMRC if required
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£1,000 |
£1,500 |
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Board resolutions approving the terms of the EMI Option Agreement(s) and the initial grant(s) of EMI options
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Included with option agreement document |
£500 |
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These fee quotations exclude VAT and any incidental expenses. We can evidence the ‘typical fee’ if required. *Accountants or Lawyers. |
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Enterprise Investment Scheme (EIS) documentation: |
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Our fixed fee |
Typical fee elsewhere* |
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Advance assurance application to HMRC (for clearance that the company is eligible for EIS purposes) including preparing and sending the letter to HMRC requesting advance assurance, and the supporting documentation, and any dialogue if required
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£950 |
£2,000 to £3,000 |
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Post-investment, showing you how to complete the necessary HMRC forms EIS1 and EIS3 |
Included above but there would be additional charges if you wish us to complete all the EIS forms |
Additional |
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These fee quotations exclude VAT and any incidental expenses. We can evidence the ‘typical fee’ if required. *Accountants or Lawyers. |
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We will give you a highly professional and friendly service, and guide you through the various decisions and steps you need to take in order to set up an EMI scheme or EIS. Our fees are competitive because this work is our core business, and we have set up many such schemes for companies.
Other option schemes
If you are interested in alternative option schemes such as CSOP or a non-HMRC approved scheme, let us know and we can let you have a fixed quotation.