We begin by understanding your business goals, growth plans, and team structure to help you assess whether Growth Shares are the right fit. This includes considering alternative share schemes and identifying the most tax-efficient and commercially appropriate route forward.

We’ll help design your share classes to meet your exact objectives. Growth Shares typically allow new shareholders to benefit only from future increases in company value, while protecting existing shareholder equity. Whether using hurdle rates, growth thresholds or value-based vesting, we ensure clarity and alignment with your long-term goals.

Our Corporate Finance team will provide an accurate valuation to ensure a fair, defendable share price that minimises tax and legal risk.

Our carefully selected legal partners will help prepare all the necessary documentation, including Articles of Association, Shareholder Agreements, and Board Resolutions. We oversee the process end-to-end to ensure every detail is correct and compliant.

We’ll ensure your Growth Share scheme is set up in a tax-efficient way for both the company and its shareholders. This includes navigating Income Tax and Capital Gains Tax implications, managing ongoing employment-related securities filings, and advising on Business Asset Disposal Relief (BADR) eligibility.

Growth Shares are designed to unlock value at a future event like a sale or funding round. We can stay by your side through the life of the scheme, advising on how to manage exit scenarios, valuations, and tax obligations as your business evolves.