Tax and valuation services
We offer tax and valuation services, in relation to HMRC approved employee share schemes (usually EMI options). This is an important area for owners of SMEs as they look to attract and retain top talent. Our integrated tax and share valuation offering is critical to the effective implementation of any new tax-approved share scheme.
Other types of equity-based schemes
We will also assist clients with more bespoke options, such as the introduction of ‘growth shares’ or planning ahead to a vendor-initiated management buyout.
Alternative ways of incentivising employees
Issuing shares to employees is not always the best or most proportionate option, meaning we will consider alternative possibilities such as long-term bonus schemes or phantom share schemes.
Project Management
We typically project manage the implementation of an employee incentive scheme, liaising with corporate lawyers and HMRC and advising on HMRC reporting requirements.
Speak to our team
Matt Field
Matt provides tax advisory and compliance services to the JDC client base and has significant experience in tax planning and transactional matters.
Rob Whitefoot
Rob is a Chartered Accountant with more than 20 years post qualification experience. Rob provides strategic, accounting and tax services to various corporate and personal tax clients.
Janet Parker
Janet joined JDC in 2006 and has over 40 years’ experience in providing financial and business advisory services to a long standing and broad portfolio of corporate and personal clients.
More services
Valuation services
Our expertise in share valuation services runs through many of the advisory projects we are asked to assist with.
Compliance and reporting services
At JDC, we balance the wider advisory support business owners seek with the efficient delivery of accounts and tax compliance services.
Business growth
We offer strategic business advice, remuneration planning, financial projections, forecasting, stakeholder negotiations, management reporting, and mentoring.
Specialist tax services
We offer specialist tax support across personal, corporate and employment matters, as well as business succession planning.