Employee Benefit Trusts

We have seen unparalleled growth in our Employee Benefit Trusts business and the use of share plan administration services over the last five years. Appleby has extensive experience in the establishment and administration of a wide variety of bespoke incentive arrangements.

Our client base ranges from FTSE 100, 250, 350 and AIM listed companies, multinational corporations and leading financial institutions to smaller, often private equity backed, private companies. We also work closely with leading legal, accounting and advisory firms. Our services include both trust and non-trust based structures.

Appleby is recognised as a leading provider of trustee and administration services. Our strength lies in our experience in managing the entire process. Whether it is the introduction of new plans or the transfer of existing schemes, we strive to maximise the value and effectiveness of clients’ incentive arrangements.

We take a client-focused approach - we first establish our client’s needs and then build a dedicated administration team around each, guaranteeing accessibility, continuity and accountability in meeting those needs. This helps build a partnership with our clients’ in-house functions and the wider team incorporating legal advisers, tax advisers, brokers, custodians and other service providers. We are legally led but pragmatic and commercial - essential to safeguard the integrity of the structures we administer while delivering an effective solution to our clients’ share plan requirements.

Our high-profile clients include Barclays, Diageo, ITV, Marks & Spencer and Trinity Mirror. Our primary services include:

• Employee benefit trusts
• Long- and short-term incentive plans
• Performance, deferred and matching share plans
• Share option plans
• Joint/co-ownership arrangements
• Discretionary cash award plans
• Deferred compensation plans
• Employee stock purchase plans
• Phantom arrangements
• Warehousing and internal market arrangements for private companies
• Tax and other hedging arrangements
• Corporate and employee nominee services