Employee Benefit & Share Ownership Trusts for Listed & Private Companies
Our multidisciplinary team includes accountants, chartered secretaries and trust estate professionals with extensive experience in the establishment and administration of a wide variety of corporate and employee incentive arrangements.
With strong legal and tax compliance knowledge, the ZEDRA team works closely with tax, advisory and legal firms to ensure your bespoke EBT and plan administration needs are implemented, administered and run in accordance with the advice provided.
ZEDRA provides a fully flexible EBT service that meets a number of requirements for company incentive plans, including:
- EBTs for share warehousing and hedging arrangements for listed company incentive and deferral plan arrangements
- Acting as nominee, warehouse and facilitating internal market arrangements for private companies
- Facilitation of joint/co-ownership arrangements and succession planning for private companies
- Provision of carry and co-investment arrangements
- Provision of full administration services for private company incentive arrangements through our ZEDRA plan administration platform
- Security Trust Arrangements as a form of collateral for the Captive and Insurance Linked Securities sector