Hybrid Conference

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

5 hours CPD

Bookings have now closed for this conference

  • Live attendance at The Caledonian Club, London on 11/10/2023. On-demand from 18/10/2023 until 22/02/2024

Additional clips from Share Plans and Employee Incentives on-demand conference

David Ellis on CSOPs Opportunities

Mark Ife on EMI Optimisation

Fiona Bell on EBT insights

David Pett on Vermilion Holdings litigation

John Dunlop on EOT Realities

Ian Shaw on Disguised Remuneration Scenarios

  • Available online

    All talks are pre-recorded, to the standard of a TV broadcast service, so you can watch on-demand and online, whenever suits you best

  • Information you won't find elsewhere

    Our experts talk under Chatham House Rule, so you get the best, most readily usable information they wouldn't share elsewhere

On-demand clip

So you know what to expect from the recorded conference, here is a clip of Hannah Tipper.

Hannah is answering the question: How do you create tax-efficient structures in the face of inconsistent valuation methodologies, such as valuing growth shares, backed up by practical examples?


  1. Chair's Introduction

    Share plans and employee incentives: Shaping new law into solution-focused answers for your clients

    Chaired by Mahesh Varia of Travers Smith

    Mahesh edits 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.

  2. 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 of Deloitte

    Hannah's specific interest is the valuation of non-quoted shares for complex employee incentive arrangements and transactions. She is highly experienced in leading negotiations with HMRC.

  3. 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 of BDO

    David is “a seasoned employee incentives expert with deep expertise in developing innovative, robust and fit-for-purpose solutions.” He heads the Strategic Awards Advisory Group.

  4. 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 of Herbert Smith Freehills

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

  5. 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 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.

  6. 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 of Temple Tax Chambers

    David acted in Vermilion v HMRC and Glais House v HMRC. He is a joint editor of “Employee Share Schemes” and a member of the Office of Tax Simplification’s share schemes working party.

  7. 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 of DAC Beachcroft

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

  8. 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 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."

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