About The RM2 Partnership Ltd Presentation 1212010
description
Transcript of About The RM2 Partnership Ltd Presentation 1212010
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Scotland
opportunity growthprofit
RM2 Presentation
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Scotland
As we progress in 2010 – what are your concerns or opportunities?
Retaining your key staff - your “profit makers”
Cash Flow concerns Growing your organisation Your own exit strategy or succession
plan Overall tax efficiency
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Scotland
What can RM2 offer?
attract and retain staff provide effective incentives foster team work and
commitment conserve cashsave taxsuccession plans / exit strategies
Ways to:
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ScotlandWhy RM2?
• design, implement, administer• 184 corporate clients, 141 trusts• multidisciplinary, holistic• quality driven
BenchmarQ gold customer service award
ISO 9001 accredited
Investorin People
the share plan specialists
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Scotland the need………
• tough times and tough measures• control of cash flow • share based rewards • reduced NICs and tax implications• employees motivated to stay for the
upturn• key managers retained
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Scotlandthe steps……objectives
claritycommitment
focus – the employees
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Scotlandimplementation
simplicity of design
one adviser
integrated design and administration
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Scotlandcommunication
mutuality
staff access to consultants
fun
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Scotland What can we use?
gift• Share Incentive Plan (SIP)• Discretionary trust (EBT/LTIP)
option• Enterprise Management Incentive (EMI)• Company Share Option Plan (CSOP)• Unapproved Share Option Plan (USOP)purchase• SAYE Share Option Scheme (SAYE)• SIP purchase and matching• Joint, Flowering or Deferred Purchase
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Scotland
Succession Planninga typical exit scenario
• founders sell shares to trusttax-efficiency for founders?
• trust offers shares or options to employees
tax-efficiency for employees?
• corp. tax relief on appropriation/ exercise
tax-efficiency for company?
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Scotland
trust company
founders
employees
cash
shares
cash
shares
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Scotland……..the outcome!!• Key players are in line with
shareholders…..aspirations are shared• Profit centre personnel enjoy shares in
their Company• Support staff are part of their Company• Loyalty and effort rewarded• Staff motivated by Company development
and success• Opportunities for MBO MBI
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Scotland…….the tax savings• For most of the HMRC approved and
registered plans:no income tax 22 – 40 or even 50 per
cent.no employer NICs – 12.8 per cent.no employee NICs – 10 or 1 per cent.corporation tax reliefONLY Capital Gains at 18 or 28 per
cent. or lower with available reliefs.
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Scotland…..the important steps• Discuss objectives• Decide the most effective arrangement• Summary• Review• Agree plans and Terms• Review Articles• Valuation• The plan and employee documents• The roll-out• Administration
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Scotland…considerations
tax law
company law
employment law
valuation
accounting standards
HR considerations
trust law and administration
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Scotland
process
objectives
fact-find
design
review
communicate
implement
administer
adviser meeting, internal review
adviser meeting
adviser mtg, remuneration ctte, Board
co resolutions, IR approval/registration
employee presentations, press, intranet
draft documentation, terms, pricing
monthly systems, helpline, communication
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ScotlandClient Base
• More than 180 clients – and growing rapidly
• Variety of industry sectors
• Public and private companies
• Competitive fee scales
• Preferred advisors for organisations such as Intellect, the FDC and the IIB.
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Scotland
RM2 Details
Fact Sheets Available
Employee Share Schemes – A Guide for Directors - the 2008/09 Edition
Website: www.rm2.co.uk
Email Helpline – [email protected]
Telephone Helpline – 0208 949 5522
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Scotland
Share and share options
• the possibility of having your cake and eating it too!!
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Scotland
Questions?
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Scotland
The RM2 Partnership
the share scheme specialists
BenchmarQ gold customer service award
ISO 9001 accredited
Investorin People