# 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

- Format: In-person
- Date: Wednesday, 26 November 2025, 9:30AM to 4:00PM (registration from 9:00AM)
- Venue: The Caledonian Club, 9 Halkin Street, London, SW1X 7DR
- 5 hours CPD
- Rates: Live Attendance £299.00 + VAT per person
- Status: This conference has taken place
- Book: https://whitepaper.co.uk/conferences/incentives25

## Programme

- 09:00 Registration and coffee
- 09:30 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
- 09:40 Valuation: How can you balance creating tax efficient structures with tax authority practice, due diligence and enquiries?
  - Answered by Hannah Tipper, Deloitte
- 10:15 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
- 10:50 Morning coffee
- 11:10 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
- 11:45 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 Kramer
- 12:20 UK Budget Broadcast & Lunch
- 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
- 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
- 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
- 15:30 Over-run
- 16:00 Close of conference

## How to book

Choose a rate on the [conference page](https://whitepaper.co.uk/conferences/incentives25) 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).