The Business Owner's Guide to
Growth Shares

Learn about how you can reward key individuals, attract top talent, and retain value in your business, all while staying fully compliant with tax and legal obligations.

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Success starts with understanding: Here's what you need to know!

Growth shares are a powerful tool for UK businesses looking for ways to retain their most important employees, reward key contributors, and manage equity without diluting existing shareholders’ value. It is also highly tax efficient for the right businesses.

This comprehensive guide aims to provide founders, directors, CFOs or HR leaders with a practical playbook on how to design, issue, and manage growth shares in a tax-efficient and compliant way.

We hope you find it useful!

What our Growth Shares guide includes

The fundamentals

We'll introduce you to what Growth Shares actually are, how they work, and how they compare to other share options designed to retain the best talent.

Practical Examples

We show you how Growth Shares gain value once a business passes a predetermined performance threshold (the hurdle), how this incentivises future growth, and what it means for existing shareholders.

Suitability criteria

Growth shares can be applied to most limited companies, but some will be more suitable than others. We'll explain where they work best!

Structuring growth shares

All Growth Share schemes must be fully compliant, including board and shareholder approval, articles of association, and HMRC requirements. Our guide will explain everything for you.

Tax treatment

The guide explains how Growth Shares work in terms of Income Tax, Capital Gains Tax, Business Asset Disposal Relief and the important Section 431 Election.

Growth Shares Valuations

Given growth shares are based on long termvalue and growth, an accurate valuation iseverything. Without this, the whole scheme fails.

Compliance & Reporting

Compliance is critical, which means transparency, accurate reporting and timely filing of documents.

How Growth shares link to exit planning

Growth shares really appealing for startups and scale-ups aiming for high-value exits in the future, where they do not want the growth shareholders to hold shares through the growth phase.

What will happen when you download?

When downloading our guide, you will not receive any sales calls or be placed into a sales funnel unless you tell us you're actively seeking advice via the download form. We will contact you by email and ask you for feedback on the guide, but you can unsubscribe from this at any time.

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