How we helped a Client Purchase Shares in Employer Company

An existing client wanted to purchase an increased shareholding in his employer company.

Challenges Faced

In a short amount of time, we had to research employer & employee policies for maximum shareholding allowed before application is treated as self-employed adding complexity.

Outcome

Timeline to settle was very tight being 31/12/2021 and Bankers not around to discuss transaction at that time of year!