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Employee Incentives: Shaping New Law into Solution-Focused Answers for Your Clients

Live attendance + Free Video ticket

  • Tuesday, 28th June 2022
  • The Caledonian Club 9 Halkin Street London SW1X 7DR
  • Price of live attendance includes a free video ticket
  • 5 hrs CPD

£249 + VAT

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Video ticket only

  • Available to watch: Tuesday, 5th July 2022
  • On-demand
  • 5 hrs CPD

£149 + VAT

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Answers to 9 Thorny Questions - Directly from 7 QCs, Solicitors and Accountants of Outstanding Ability

  1. Registration and coffee

  2. Chair's Introduction

    Employee Incentives: Shaping new law into solution-focused answers for your clients

    Chaired by: Mahesh Varia of Travers Smith

    Mahesh is editor of the employment income chapter of “Revenue Law – Practice and Principles”. He advised Nikkei on the incentive aspects of its £844m acquisition of The Financial Times Group.

  3. Discretion

    What - right now - is the impact of discretion on tax-advantaged plans, e.g. early exit or treating a leaver as a good leaver?

    Answered by: Mark Ife of Herbert Smith Freehills

    Mark is an author of 'Employee Share Schemes' and 'Employee Share Plans: International Legal and Tax Issues'. He assisted Sky on the competing takeover bids by Fox and Comcast.

  4. EBT

    What leeway do trustees have to sell shares on behalf of beneficiaries and cover employers' NICs, and how do they achieve that?

    Answered by: Fiona Bell of RSM

    Fiona advised the Office of Tax Simplification on its two share schemes reports, and she chairs the Quoted Companies Alliance Share Scheme Experts Group. Her specialism is employee ownership.

  5. Morning coffee

  6. ESG

    How do you control - and overcome - the difficulties of introducing ESG metrics in employee incentive arrangements?

    Answered by: Neil Sharpe of Mishcon de Reya

    Neil is advising a major Swiss-listed software company on designing and implementing a global all-employee share purchase plan in over 80 countries. "He has very good technical skills."

  7. EMI

    Using practical observations about EMI market practice, how do you put right missing documents or declarations, minor mistakes or amend levels of detail?

    Answered by: John Dunlop of DAC Beachcroft

    John specialises in advising on share schemes of all types, particularly Enterprise Management Incentives. He has "an excellent breadth of knowledge and understanding and strategic sense."

  8. Overrun

  9. Lunch

  10. Growth shares

    Is “best estimate” met in an external valuation, even if that external valuation doesn't incorporate a forward-looking methodology?

    Answered by: Chris Prout of Alvarez & Marsal Taxand

    Chris deals with the design, tax and implementation of management incentive structures, including employee share-based remuneration such as stock options and restricted stock.

  11. Employment

    When isn't a share "employment related" in grey-area situations, e.g. a foreign founder without an s431 election in place?

    Answered by: Philip Simpson QC of Old Square Tax Chambers

    Philip is "a major tax specialist - with an encyclopaedic knowledge of the law." He acted in Vermilion Holdings v HMRC [2021] over share options granted to a person who became a director.

  12. New structures

    What is the latest thinking on how you design a new incentive structure in anticipation of an M&A transaction or an IPO?

    Answered by: Ian Shaw of Korn Ferry

    Ian is "acclaimed for his skill in employee share schemes and incentives." "He is technically astute, always commercial and excellent at simplifying matters for everyone to understand."

  13. Over-run

  14. Close of conference

All speaker quotes are taken from Chambers Directory, Who’s Who Legal or Legal 500

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