# Share Plans and Employee Incentives: Shaping New Developments into Solution-Focused Answers for Clients

> Court-Proven, Solution-Focused Answers to 7 of the Thorniest Legal Challenges Facing Experienced Practitioners: Directly from Top-Flight Accountants, Senior Juniors and Solicitors

- Format: Hybrid
- Date: Wednesday, 11 October 2023, 10:00AM to 4:00PM (registration from 9:30AM)
- On-demand: 18 October 2023 until 22 February 2024
- Venue: The Caledonian Club, 9 Halkin Street, London, SW1X 7DR
- 5 hours CPD
- Rates: On-Demand Team £274.00 + VAT per team
- Status: This conference has taken place
- Book: https://whitepaper.co.uk/conferences/incentives23

## Programme

- Chair's Introduction: Share plans and employee incentives: Shaping new law into solution-focused answers for your clients
  - Chaired by Mahesh Varia, Travers Smith
- Growth shares: How do you create tax-efficient structures in the face of inconsistent valuation methodologies, such as valuing growth shares, backed up by practical examples?
  - Answered by Hannah Tipper, Deloitte
- CSOPs opportunities: How do you leverage new opportunities presented by Company Share Option Plans (CSOPs) to incentivise employees and gain a competitive edge for your clients?
  - Answered by David Ellis, BDO
- EMI optimisation: Given new HMRC guidance, how do you exercise discretion in Enterprise Management Incentive (EMI) share plans, mitigate pitfalls over tax status, and secure successful outcomes for clients?
  - Answered by Mark Ife, Herbert Smith Freehills
- EBT insights: What are the latest ideas and innovative approaches in developing tax-efficient structures for Employee Benefit Trusts (EBTs) and share awards to the advantage of clients?
  - Answered by Fiona Bell, RSM
- Vermilion Holdings litigation: With the Vermilion Holdings litigation bubbling away, is an option granted by a company as part of a refinancing exercise an employment-related securities option, and what are the implications for client advice?
  - Answered by David Pett, Temple Tax Chambers
- EOT realities: What are the realistic and achievable options when selling a company to, and out of, an Employee Ownership Trust (EOT), with examples of successful implementation?
  - Answered by John Dunlop, DAC Beachcroft
- Disguised remuneration scenarios: Is there any wriggle room in potentially disguised remuneration situations such as (1) one employee issuing options to another over their shares and (2) loans to buy shares not made by employers or banks?
  - Answered by Ian Shaw, Korn Ferry

## How to book

Choose a rate on the [conference page](https://whitepaper.co.uk/conferences/incentives23) and press Book Now. Checkout asks for the booking contact and company address, then each delegate's name and email, then payment: Credit/Debit Card, or Bank Transfer/Cheque to be sent an invoice. Bookings are subject to the [booking policy](https://whitepaper.co.uk/booking-policy).