Conference Documents

Employee Incentive Schemes

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  1. Vermilion Holdings litigation - David Pett, Temple Tax Chambers

    With the Vermilion Holdings litigation bubbling away, is an option granted by a company as part of a refinancing exercise an employment-related securities option, and what are the implications for client advice?

  2. EOT Realities - John Dunlop, DAC Beachcroft

    What are the realistic and achievable options when selling a company to, and out of, an Employee Ownership Trust (EOT), with examples of successful implementation?

  3. Disguised remuneration scenarios - Ian Shaw, Korn Ferry

    Is there any wriggle room in potentially disguised remuneration situations such as (1) one employee issuing options to another over their shares and (2) loans to buy shares not made by employers or banks?

  4. EBT Insights - Fiona Bell, RSM

    What are the latest ideas and innovative approaches in developing tax-efficient structures for Employee Benefit Trusts (EBTs) and share awards to the advantage of clients?

  5. Growth Shares - Hannah Tipper, Deloitte

    How do you create tax-efficient structures in the face of inconsistent valuation methodologies, such as valuing growth shares, backed up by practical examples?

  6. CSOPs opportunities - David Ellis, BDO

    How do you leverage new opportunities presented by Company Share Option Plans (CSOPs) to incentivise employees and gain a competitive edge for your clients?

  7. EMI Optimisation - Mark Ife, Herbert Smith Freehills

    Given new HMRC guidance, how do you exercise discretion in Enterprise Management Incentive (EMI) share plans, mitigate pitfalls over tax status, and secure successful outcomes for clients?

  8. Employment - Philip Simpson QC, Old Square Tax Chambers

    Employment - Philip Simpson QC, Old Square Tax Chambers. When isn't a share "employment related" in grey-area situations, e.g. a foreign founder without an s431 election in place?

    • Date Uploaded: 28 Jun 2022
    • Format: PDF
    • Size: 452.967 KB

  9. Growth shares - Chris Prout, Alvarez & Marsal Taxand

    Growth shares - Chris Prout, Alvarez & Marsal Taxand. Is “best estimate” met in an external valuation, even if that external valuation doesn't incorporate a forward-looking methodology?

    • Date Uploaded: 28 Jun 2022
    • Format: PDF
    • Size: 495.375 KB

  10. EMI - John Dunlop, DAC Beachcroft

    EMI - John Dunlop, DAC Beachcroft. Using practical observations about EMI market practice, how do you put right missing documents or declarations, minor mistakes or amend levels of detail?

    • Date Uploaded: 28 Jun 2022
    • Format: PDF
    • Size: 312.736 KB

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