Share Schemes templates toolkit

£ 35

Our Share Schemes Templates Toolkit is a comprehensive collection of templates and documents related to various employee share schemes, including stock options, ESOPs, and more, providing a valuable resource for managing and administering share schemes effectively.

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What is Share Schemes?

The Share Schemes Templates Toolkit provides a comprehensive and structured set of templates and guidelines to facilitate the efficient implementation and management of share schemes within organisations. It offers a range of pre-designed templates that cover various aspects of share schemes, including employee share purchase plans, share option schemes, and share awards. This toolkit is curated to streamline the process of establishing share schemes, ensuring legal compliance, promoting employee participation, and aligning with the strategic goals of the organisation.

With the Share Schemes Templates Toolkit, businesses can swiftly customise and deploy essential documents, reducing administrative burden and enabling organisations to implement share schemes with precision and ease. By incorporating these templates, companies can effectively communicate the specifics of share schemes to employees, enhancing transparency and fostering a sense of ownership and engagement among staff. Overall, this toolkit serves as a valuable resource for organisations seeking to navigate the complexities of share schemes while adhering to legal and regulatory frameworks in the UK.

Share Schemes templates toolkit
share schemes templates toolkit
share schemes templates toolkit

What legal and best practice aspects should employers be aware of?

  • Income Tax (Earnings and Pensions) Act 2003: Contains provisions related to tax treatment of share schemes.

  • Companies Act 2006: Governs various aspects of company law, including share schemes and their documentation.

  • Finance Act 2014: Provides specific regulations regarding employee share schemes, including tax advantages and reporting requirements.

  • Equality Act 2010: Ensures that share schemes are designed and administered without discrimination.

  • Data Protection Act 2018 (incorporating GDPR): Requires the handling of personal data in compliance with data protection principles in share scheme templates.

Share Schemes templates toolkit contents

Guide to implementing Employee Share Schemes

Our Guide to Implementing Employee Share Schemes offers a step-by-step roadmap for organizations looking to establish and manage employee share schemes, ensuring compliance and effective employee participation.

£ 20
Guide to Tax Implications for Share Schemes

Use this guide to Tax Implications for Share Schemes to explain the tax implications of different share schemes for employees, including EMI, SAYE, and SIP.

£ 20
Share Scheme policy template

Use this if you require a robust and practical Share Scheme policy template.

£ 20
Employee Share Scheme (ESS) introduction letter template

Use this if you require a robust and practical Employee Share Scheme (ESS) introduction letter template.

£ 15
Share Scheme Annual Statement letter template

Use this Share Scheme Annual Statement to provide employees with an annual statement detailing their share scheme holdings, vested shares, and potential future benefits.

£ 15
Share Scheme FAQs letter template

Use this if you require a robust and practical Share Scheme FAQs letter template.

£ 15
Share Scheme Trustee Appointment letter template

Use this Share Scheme Trustee Appointment letter template to appoint a trustee for your company's share scheme.

£ 15
Save As You Earn (SAYE) Scheme Participation form template

Provide this form to employees who wish to participate in a SAYE scheme.

£ 15
Approved Profit Sharing Scheme (APSS) Trust Deed template

Use this Approved Profit Sharing Scheme (APSS) Trust Deed to establish the trust and outline the rules and administration of the scheme.

£ 15
Employee Share Option Plan (ESOP) Agreement template

Use this template to outline the terms and conditions of an Employee Share Option Plan (ESOP), including eligibility criteria, grant details, vesting schedules, and exercise options.

£ 15
Enterprise Management Incentive (EMI) Scheme Option Agreement template

This template is specifically designed for EMI schemes, a tax-advantaged share option scheme in the UK.

£ 15
Share Incentive Plan (SIP) Participation Agreement template

Use this Share Incentive Plan (SIP) Participation Agreement for employees joining a SIP, outlining the terms of their participation, including share purchase options and vesting criteria.

£ 15
Employee Share Scheme Communication Plan template

Use this Employee Share Scheme Communication Plan for communicating with employees about the share scheme, including launch announcements, updates, and educational materials.

£ 20
Share Scheme Survey template

Use this Share Scheme Survey to gather feedback and insights from employees participating in your company's share scheme.

£ 15
Who are some Companies who utilise our Share Schemes templates toolkit?
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Why buy our Share Schemes templates toolkit?
  • You save time and effort with our professionally written, editable HR documents that are tailored to meet best practice.
  • You ensure compliance with applicable ACAS Codes of Conduct and other legal requirements.
  • You get process flowcharts to help you adhere to best practice.
  • You stay up-to-date with our email alerts that notify you whenever a new template or supporting resource is added or updated in this toolkit.
  • You enjoy 12 months of unlimited access with no hidden fees or extra costs.
  • You unlock a 25% discount on all future purchases or renewals of our libraries, toolkits, and templates.

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