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

> Court-Proven, Solution-Focused Answers to 7 Thorny Challenges facing Experienced Practitioners: Directly from Top-Flight KCs, Accountants, Senior Juniors and Solicitors

- Format: In-person
- Date: Wednesday, 9 October 2024, 10:00AM to 4:00PM (registration from 9:30AM)
- Venue: The Caledonian Club, 9 Halkin Street, London, SW1X 7DR
- 5 hours CPD
- Rates: Live Attendance £249.00 + VAT per person
- Status: This conference has taken place
- Book: https://whitepaper.co.uk/conferences/incentives24

## Programme

- 09:30 Registration and coffee
- 10:00 Chair's Introduction: Share plans and employee incentives: Shaping new law into solution-focused answers for your clients
  - Chaired by Mahesh Varia, Travers Smith
- 10:10 Vermilion Holdings Litigation: Where are the grey areas following the Vermilion Holdings litigation on whether share options were granted “by reason of employment”?
  - Answered by Philip Simpson KC, Old Square Tax Chambers
- 10:45 Valuation Methodologies: How do you create tax efficient structures in light of HMRC’s current approach to valuation methodologies, information standards and discounts?
  - Answered by Hannah Tipper, Deloitte
- 11:20 Morning Coffee
- 11:35 Growth, Flowering and Convertible Shares: How do you steer clients through the real-world complexities of growth shares, flowering shares and convertible shares, including in connection with a pre-transaction reorganisation?
  - Answered by Mark Ife, Herbert Smith Freehills
- 12:10 EOT realities: What is realistic and achievable in tax terms when selling a company out of an Employee Ownership Trust (EOT) and distributing trust assets, with examples of successful implementation?
  - Answered by David Pett, Temple Tax Chambers
- 12:45 Overrun
- 13:00 Lunch
- 13:45 CSOP issues: How do you control difficulties arising from the exercise of Company Share Option Plans (CSOPs) options within three years of grant, backed up by practical examples?
  - Answered by Fiona Bell, RSM
- 14:20 EMI deal optimisation: How to deal with due diligence with respect to Enterprise Management Incentive (EMI) share plans; focussing on tax status pitfalls, particularly with regard to past actions and exercise of discretion?
  - Answered by John Dunlop, Tax Lawyer
- 14:55 EBT insights: What are the latest ideas and innovative approaches in developing tax-efficient structures for Employee Benefit Trusts (EBTs), with a focus on the ultimate company sale?
  - Answered by Ian Shaw, Korn Ferry
- 15:30 Over-run
- 16:00 Close of conference

## How to book

Choose a rate on the [conference page](https://whitepaper.co.uk/conferences/incentives24) 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).