# 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, 25 November 2026, 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 £299.00 + VAT per person
- Status: Live attendance is fully booked; join the waiting list at https://whitepaper.co.uk/wl/wor7RerYpkZxdn1
- Book: https://whitepaper.co.uk/conferences/incentives26

## Programme

- 09:30 Registration and Coffee
- 10:00 Chair's Introduction: Share plans and employee incentives: Shaping new developments into solution-focused answers for your clients
  - Chaired by Mahesh Varia, A&O Shearman
- 10:10 Founder & Manager Equity: What - right now - is realistic and achievable with founder shares, early-stage subscriptions and manager equity, given HMRC's post-Vermilion guidance?
  - Answered by David Pett, Temple Tax Chambers
- 10:45 Valuation Risks: How do you contend with valuation risks on due diligence and an HMRC challenge, such as liquidity and minority discounts, maintainable earnings and money's worth valuations?
  - Answered by Hannah Tipper, Claritas Tax
- 11:20 Morning Coffee
- 11:35 Non-Standard Participants: What works — and doesn't — when incentivising non-standard participants, such as NEDs, consultants (post-IR35), and internationally mobile employees engaged via an Employer of Record?
  - Answered by Gillian Parnell, Baker McKenzie
- 12:10 Pre-Transaction Strategy: How — practically and legally — do you control share plan difficulties in the run-up to a transaction, including uneven allocation and the involvement of the client's EBT?
  - Answered by John Dunlop, Marriott Harrison
- 12:45 Overrun
- 13:00 Lunch
- 13:45 Employee Equity Risk vs Reward: What aspects need to be considered to arrive at the right balance?  And what models work best to ensure balance is achieved?
  - Answered by David Ellis, BDO
- 14:20 Option Rollover: How do you preserve the intended tax treatment on an option rollover into a new holding company, particularly where the new parent is non-UK and employees work across jurisdictions?
  - Answered by Elissavet Grout, Travers Smith
- 14:55 PISCES in Practice: Why — really — would your clients use PISCES, and what would they need to know about the first secondary sales, including share-plan readiness, RCA treatment, pricing and the role of the EBT?
  - Answered by Chris Booker, Deloitte
- 15:30 Overrun
- 16:00 Close of Conference

## How to book

Choose a rate on the [conference page](https://whitepaper.co.uk/conferences/incentives26) 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).