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 Accountants, Senior Juniors and Solicitors
Live Attendance
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Information you won't find elsewhere
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Programme
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09:30
Registration and coffee
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10:00
Chair's Introduction
Share plans and employee incentives: Shaping new law into solution-focused answers for your clients
Chaired by Mahesh Varia, A&O Shearman
Mahesh edits the employment income chapter of “Revenue Law – Practice and Principles”. He advised Numis Corporation on the incentive aspects of its takeover by Deutsche Bank.
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10:10
Valuation
How can you balance creating tax efficient structures with tax authority practice, due diligence and enquiries?
Answered by Hannah Tipper, 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.
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10:45
Non-employees
How do you effectively incentivise non-employees such as Non-Executive Directors, consultants, contractors, advisors and international employees who engage via an “Employer of Record”?
Answered by Elissavet Grout, Travers Smith
Elissavet advised Zegona Communications plc on its EUR 5 billion acquisition of Vodafone Spain from Vodafone. She is a specialist in global mobility and known for her “clear, focused advice.”
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11:20
Morning coffee
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11:35
Executive Pay Data
What can you learn from the latest executive pay and equity data — and how should it influence share plan design going forward?
Answered by David Ellis, 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.
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12:10
EMI Pitfalls
How - practically and legally - do you deal with tax status pitfalls in Enterprise Management Incentive (EMI) share plans, with particular regard to past actions and exercising discretion?
Answered by Mark Ife, 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.
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12:45
Overrun
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13:00
Lunch
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13:45
PISCES
How advantageous is the tax and tax valuation position of selling employee shareholdings through PISCES when compared to other secondary share sales?
Answered by Chris Booker, Deloitte
Chris specialises in advising companies on the design and implementation of director and employee reward & incentive arrangements with a particular focus on privately owned companies.
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14:20
Fiduciary Duty
How should trustees properly consider their fiduciary duties when under pressure to sell the business or distribute trust assets - and where may they go wrong?
Answered by David Pett, Temple Tax Chambers
David is a joint editor of “Employee Share Schemes” and a member of the Office of Tax Simplification’s share schemes working party. He acted in Vermilion v HMRC and Glais House v HMRC.
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14:55
Transactions
How do you handle share plan difficulties in the run up to a transaction, e.g. BADR and the uneven allocation of sales proceeds between selling shareholders (with or without alphabet shares)?
Answered by John Dunlop, Marriott Harrison
John advises on share schemes of all types, but particularly in the run up to transactions. He has "an excellent breadth of knowledge, understanding, commercial and strategic sense.”
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15:30
Over-run
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16:00
Close of conference
Live Attendance