Share Plans and Employee Incentives: Shaping New Law into Solution Focused Advice for Your Clients

Wed 10 October 2018

The Caledonian Club 9 Halkin Street London SW1X 7DR

Answers to 11 Thorny Questions: Directly from 8 of the UK's most talented lawyers and accountants

5 hrs CPD

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Schedule

  1. Registration and coffee

  2. Chair's Introduction

    Share Plans and Employee Incentives: Shaping new law into solution focused advice for your clients

    Chaired by: Mahesh Varia of Travers Smith

    Mahesh advised Nikkei on the incentive aspects of its £844m acquisition of The Financial Times Group. He is editor of the employment income chapter of "Revenue Law – Practice and Principles."

  3. M+A transactions

    What are the golden rules for designing a new incentive structure for listed companies and others, in anticipation of, or immediately following an M+A transaction?

    Answered by: Jonathan Fenn of Slaughter and May

    Jonathan advised Royal Dutch Shell on the share plan aspects of its combination with BG Group and ARM Holdings on its acquisition by Softbank Group Corp. He is Chair of the Share Plan Lawyers group.

  4. Pay and equity trends

    What insights can be gained from the 2018 AGM season on executive pay and equity trends?

    Answered by: David Ellis of EY

    David is responsible for the development of EY's executive compensation practice and author of "Executive Pay - a Revolution." He is formerly National Head of Reward Services at KPMG.

  5. Morning coffee

  6. Growth shares

    What are the unwritten conventions of how HMRC is approaching the valuation of growth shares? How accepting is it of low (or zero) valuations?

    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 at leading negotiations with HMRC.

  7. Worked Examples Group

    How can clients determine an approach to valuation of employee share awards which can reasonably be expected to be accepted by HMRC?

    Answered by: William Franklin of Pett Franklin

    William is revered for his knowledge and expertise in share plans. He chairs the Worked Examples Group (a group of experts working with HMRC to publish examples of share valuations).

  8. Over-run

  9. Lunch

  10. Employee Ownership Trusts

    What are the advantages and main traps of Employee Ownership Trust?

    Can you dispose of a company and pay no tax?

    Answered by: John Dunlop of DAC Beachcroft

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

  11. DOTAS

    How can you rescue a client with a disclosability problem under DOTAS?

    Answered by: Stephen Woodhouse of Pett Franklin

    Stephen is a star lawyer: "a guru on share schemes." He is a regular and highly sought-after commentator in the Tax press, including being the original author of two chapters in Tolley's Tax Planning.

  12. Loan schemes

    With only limited guidance from HMRC, what is the solution for clients with loan schemes or other forms of debt, i.e. unwinding them efficiently?

    Answered by: Jeremy Edwards of Baker & McKenzie

    Jeremy advised Coca-Cola Enterprises on the share plan issues arising from its $31bn merger and Smith & Nephew on the launch of its annual share plan. "His knowledge is encyclopaedic."

  13. Over-run

  14. Close of conference