Employee Benefit Trusts & Share Ownership Plans

Employee Benefit Trusts & Share Ownership Plans

Enhancing Employee Engagement and Retention 

At Equiom, we know how important it is to reward, motivate, and incentivise your workforce effectively. Employee Benefit Trusts (EBT) and Employee Share Ownership Plans (ESOP) are powerful tools to achieve this, and our comprehensive trustee services ensure these schemes are managed seamlessly, providing financial security, and building loyalty among employees. 

Our Services 

Equiom offers a wide range of trustee services for Employee Benefit Trusts (EBTs) and (Employee Share Ownership Plans (ESOP), tailored to meet the diverse needs of businesses and their employees. Our services include: 

• Employee Benefit Trusts (EBTs): Establishing and managing trusts that provide a variety of employee incentives, including profit sharing, share participation, and cash distributions 
• Employee Share Ownership Plans (ESOP): Setting up and administering trusts that hold company shares on behalf of employees, ensuring equitable benefit distribution and long-term company growth 
• Plan Design and Implementation: Developing customised benefit and ownership plans that align with your business goals and comply with local and international regulations 
• Trustee Administration: Managing the day-to-day administration of trusts, including record-keeping, benefit calculations, and disbursements 
• Regulatory Compliance: Ensuring all trusts adhere to relevant legal and regulatory requirements, including reporting and disclosure obligations 
• Employee Communication: Providing clear and effective communication to employees about their entitlements and benefits 
• Ongoing Consultation and Support: Offering continuous consultation and support to adapt and improve your benefit and ownership plans as your business evolves 

How We Can Help 

Enhancing Loyalty and Simplifying Equity Management 

Employee Benefit Trusts (EBTs) encourage employee share participation, offering incentives such as profit sharing, shares, and cash distributions to boost loyalty and productivity. They simplify share buybacks and equity management, removing complex UK share buyback provisions and facilitating private equity transactions. 

Facilitating Smooth Ownership Transitions 

Employee Share Ownership Plans (ESOPs) hold company shares for the benefit of all employees, allowing shareholders to sell shares at full market value while maintaining company management and continuity. ESOPs promote stable growth and can pay tax-free cash bonuses to employees. 

Ensuring Compliance and Tax Efficiency 

Both EBTs and ESOPs provide tax advantages and ensure compliance with relevant regulations. Equiom’s experts stay updated with legal developments to offer reliable advice, ensuring secure and efficient trust management. 

Our experience and commitment to excellence ensure effective management of your plans, enhancing employee engagement and retention, and aligning with your business goals. Let us help you to create a positive work environment and provide financial security for your employees. 

Please note this content has been carefully prepared, but it has been written in general terms to provide an overview of the services available across the Equiom group and should be seen as broad guidance only. The statement is not intended to suggest that each service listed is provided by all office locations. For more specific information, please contact our team or an office location of your choosing.

Other related services

• International Pension Plans

• Middle East Workplace Savings and End of Service Benefit Plans

• Carried & Co-Investment Structures