A presentation being given by Mike Baker and his colleagues from Global Shares.

Event date: Tuesday 11 September 2018

Event time: Event time: 6pm

Venue: Clifford Chance, 10 Upper Bank Street, Canary Wharf, London, E14 5JJ

Braganza, Daniels and beyond…

A presentation is being given by Ed Williams QC and Rachel Barrett of Cloisters.

Event date: Thursday 12 July 2018

Event time: 6pm 

Venue: Simmons & Simmons LLP, CityPoint, One Ropemaker Street, London, EC2Y 9SS

SPL Northern Training Event

Presentations are being given by Janet Cooper, Hannah Needle and Sally Blanchflower of Tapestry, Lynette Jacobs of Pinsent Masons and Jonathan Fletcher Rogers and Andrew Nealey of Addleshaw Goddard

Event date: Thursday 7 June 2018

Event timings: 

Venue: Tapestry Global Compliance Partners, One Aire Street, Leeds, LS1 4PR

US Tax Law Changes Impacting Executive and Employee Share Schemes

A presentation being given by Arthur Meyers of Choate, Hall & Stewart LLP

Event date: Monday 9 April 2018

Event time: 6pm 

Venue: Travers Smith LLP, 10 Snow Hill, London, EC1A 2AL

CANCELLED - GDPR, Global plans and Gender pay

Presentations are being given by Hannah Needle and Jordan Levy of Tapestry and Liz Pierson and Victoria Murphy of Squire Patton Boggs

Event date: Wednesday 28 February 2018

Event timings: 

Venue: Tapestry Global Compliance Partners, One Aire Street, Leeds, LS1 4PR

Alternatives to EMI

A presentation is being given by Catherine Gannon and Veronika Lipinska of Gannons.

Event date: Monday 22 January 2018

Event time: 6pm 

Venue: CMS Cameron McKenna Nabarro Olswang LLP, Cannon Place, 78 Cannon Street, London, EC4N 6AF

SPL Annual Meeting - UNFORTUNATELY NO MORE BOOKINGS CAN BE ACCEPTED.

 

BOOKING FOR THIS EVENT HAS NOW CLOSED.

General Data Protection Regulation

A presentation is being given by Holly Insley, Kate Pumfrey and David Mendel of Freshfields.

Event date: Monday 20 November 2017

Event time: 6pm 

Venue: Freshfields, 65 Fleet Street, London, EC4Y 1HT

New(ish) to Share Plans

An afternoon training event for anyone new or fairly new to share plans or who just wants to go back to basics on particular topics.

Event date: Monday 30 October 2017

Event timings: 

Venue: Travers Smith LLP, 10 Snow Hill, London, EC1A 2AL

Share plans in subsidiaries

A presentation being given by Jonathan Fenn and Rosemary Nelson of Slaughter and May

Event date: Monday 11 September 2017

Event time: 6pm 

Venue: Slaughter and May, 1 Bunhill Row, London, EC1Y 8YY

EMI plans – pitfalls and things to look out for

A presentation being given by Dilpa Raval and Graham Muir of CMS Cameron McKenna Nabarro Olswang

Event date: Monday 17 July 2017

Event time: 6pm 

Venue: CMS Cameron McKenna Nabarro Olswang, Cannon Place, 78 Cannon Street, London, EC4N 6AF

Share plans case law - back to basics

A presentation being given by Sonia Gilbert and Liz Pierson of Clifford Chance.

Event date: Monday 22 May 2017

Event time: 6pm

Venue: Clifford Chance, 10 Upper Bank Street, Canary Wharf, London, E14 5JJ

SPL Spring Drinks - Thursday 11 May 2017

Event date: Thursday 11 May 2017

Event time: 6.00 pm

Venue: The Fable, 52 Holborn Viaduct, London EC1A 2FD 

Topical and difficult issues when operating global share plans

A presentation being given by Bob Grayson of Tapestry

Event date: Thursday 6 April 2017

Event time: 18:00

Venue: Hogan Lovells, Atlantic House, 50 Holborn Viaduct, London, EC1A 2FG 

Tax Residence Issues for Share Plans

A presentation being given by Kate Kelleher of Linklaters.

Date: Monday 13 March 2017

Start time: 6:00pm

Venue: Linklaters, 1 Silk Street, London, EC2Y 8HQ

Gender Pay Gap Reporting

A presentation being given by Kathleen Healy and Bethan Harris of Freshfields

Date: Tuesday 31 January 2017

Start time: 08:30am

Venue: Freshfields, 65 Fleet Street, London, EC4Y 1HS

2017 Annual Technical Meeting with HMRC

Date: Tuesday 10 January 2017

Venue: Slaughter and May, 1 Bunhill Row, London, EC1Y 8YY

Time: 1:00pm

IF YOU STILL WISH TO BOOK FOR THIS EVENT - PLEASE EMAIL collette.regan@traverssmith.com DIRECTLY.

Takeovers

Danny Blum from Eversheds will present on key issues for share plans in the context of takeovers.

Start time: 6:00p.m

Venue: Eversheds' offices at 1 Wood Street, London, EC2V 7WS

Current case law update - Murray, UBS, Deutsche

Jonathan Bremner QC will give an update on topical share plan cases, including the Rangers case, UBS and Deutsche. 

Start time:  6.00p.m

Venue:  Eversheds' offices at 1 Wood Street, London, EC2V 7WS.

 

DRR/remuneration update

A presentation being given by Rory Cray of FIT Consultants.

Start time: 6.00 p.m.

Venue:  Clifford Chance, 10 Upper Bank Street, London, E14 5JJ

New to share plans training event - Enrol now!

New to share plans training.

1pm - Lunch
2pm - 5.30pm - Training
5.30pm - Informal drinks

Venue:  CMS Cameron McKenna LLP, Cannon Place, 78 Cannon Street, London, EC4N 6AF

Cost: £100 per person

For further details please contact Sam Marks (sam.marks@cliffordchance.com)

Valuation issues training – Monday 26 September 2016

A presentation being given by William Franklin of Pett Franklin.

Start time: 6.00 p.m

Venue: Freshfields, 65 Fleet Street, London, EC4Y 1HS

Sonia Gilbert

Paul Randall

Market Abuse Regulation (MAR) training

A presentation being given by Paul Ellerman, Mark Ife and Gareth Sykes of Herbert Smith Freehills.

Date: Thursday 28 July 2016

Start time: 6:00 p.m.

Venue: Herbert Smith Freehill, Exchange House, Primrose Street, London, EC2A 2EG

SPL Summer Drinks

 

Date: Tuesday 5 July 2016

Start time: 18:30

Venue: Dion St. Pauls, Paternoster House, 65 St. Pauls Churchyard, London, EC4M 8AB

Back to Basics - an overview of the taxation of non-tax-favoured employee share benefits under Part 7 of ITEPA

A presentation being given by Matt Findley and Jaspal Pachu of Norton Rose Fulbright LLP.

Date: Monday 11 April 2016

Start time: 6:00pm

Venue: Norton Rose Fulbright LLP, 3 More London Riverside, London, SE1 2AQ

Accounting for Share Based Payments - Part 2

A presentation by Gordon Norris of Macintyre Hudson Advisory Services LLP

Start Time: 5:45pm

Venue: Freshfields, 65 Fleet Street, London, EC4Y 1HS

Creating an Internal Market for Employee Shares

A presentation by Andrew Quayle of Olswang LLP on Monday 11 January 2016 at 6:00pm.

Venue: Olswang, 90 High Holborn, London, WC1V 6XX

Accounting for Share Based Payments - Part 1

A presentation by Gordon Norris of Macintyre Hudson Advisory Services LLP

Start Time: 5:45pm

Venue: Freshfields, 65 Fleet Street, London, EC4Y 1HS

Disguised Remuneration Part 2 (Employee share plans exclusions)

A presentation by Nicholas Stretch of CMS Cameron McKenna LLP. 

Start time: 6:00pm

Venue: CMS Cameron McKenna LLP, Cannon Place, 78 Cannon Street, London, EC4N 6AF

Disguised Remuneration Part 1 (Overview of the rules)

A presentation by Mahesh Varia of Travers Smith LLP. 

Start time: 6:00pm

Venue: Travers Smith LLP, 10 Snow Hill, London, EC1A 2AL.

Review of the Share Identification Rules

A presentation by Mahesh Varia, Kulsoom Hadi and Claire Prentice.  Venue: Travers Smith, 10 Snow Hill, London EC1A 2AL

Update on International Share Plans (including the taxation of internationally mobile employees)

A talk by Jeremy Edwards and Sarah McMaster.  Venue: Baker & McKenzie, 100 New Bridge Street, London EC4V 6JA

The Changing Landscape of Share Schemes in Australia

Talk by Aidan Douglas of Minter Ellison.  Venue: Freshfields, 65 Fleet Street, London, EC4Y 1HS

Minutes for 2014 Technical Meeting with HMRC

SPL Meeting with HMRC 22 Jan 2014

Minutes for 2015 Technical Meeting with HMRC

AgendaSPL 2015 SPL2015HMRCAgenda

Venue: Freshfields Bruckhaus Deringer, 65 Fleet Street, London EC4Y 1HS

Share valuations for employee share plans

Talk by Sue Tilstone of Deloitte.  Venue: Deloitte, Hill House, 1 Little New Street, London, EC4A 3TR

An update on the outcome from Season 1 DRR reporting and what to expect in Season 2

Talk by Rory Cray of FIT Remuneration Consultants.  Venue: Slaughter & May, One Bunhill Row, London EC1Y 8YY.

Share Scheme considerations on IPOs

Freshfields Bruckhaus Deringer, 65 Fleet Street, London, EC4Y 1HS

Update on the Consumer Credit rules: CONC-ed Out – the litigation impact of FCA handbooks

Richard Mawrey QC and William Hibbert of Blackstone Chambers will review the consumer credit rules following their move into the Financial Services and Markets Act 2000.

Venue: Travers Smith, 10 Snow Hill, London EC1A 2AL

HMRC v Julian Martin - discussion of the judgment and its application

Philip Ridgeway of Temple Tax Chambers who represented Julian Martin in the recent case (HMRC v Julian Martin [2014] UKUT 429 (TCC)) will be discussing the judgement and its application generally.

Held at Travers Smith, 10 Snow Hill, London EC1A 2AL

Self Certification, Registration and Online Filing

Talk by Anne Croft from Tapestry Compliance LLP. Held at CMS Cameron McKenna, Mitre House, 160 Aldersgate Street, London, EC1A 4DD.

Latest developments for global share plans

Janet Cooper and Bob Grayson from Tapestry Compliance LLP held at Travers Smith, 10 Snow Hill, London EC1A 2AL

Share schemes on a takeover – view from a (former) inhouse lawyer

Liz Pierson, Clifford Chance, 10 Upper Bank Street, Canary Wharf, London E14 5JJ

2014 Annual Technical Meeting with HMRC

Annual Technical Meeting with HMRC held at Freshfields Bruckhaus Deringer 65 Fleet Street, London, EC4Y 1HT

JSOPS in Action

CMS Cameron McKenna, Mitre House, 160 Aldersgate Street, London EC1A 4DD

The Latest Thinking on BIS DRR Disclosure

Talk by Kepler Associates. Held at Travers Smith, 10 Snow Hill, London EC1A 2AL

Management Incentive Agreements in Private Equity Portfolio Companies Talk

SJ Berwin, 10 Queen Street Place, London, EC4R 1BE

Employee Shareholder Status

Fox Williams, Ten Dominion Street London EC2M 2EE

Tax valuations update: Employee Shareholder Shares and more

Talk by Deloitte. Held at Freshfields Bruckhaus Deringer, 65 Fleet Street London EC4Y 1HS

Employment Law Aspects of Share Plans

Freshfields Bruckhaus Deringer, 65 Fleet Street, London EC4Y 1HS

International tax aspects of Share Schemes including the Statutory Residency Test

Travers Smith, 10 Snow Hill, London EC1A 2AL

Employee Benefit Trusts

Clifford Chance, 10 Upper Bank Street, London E14 5JJ

BIS Proposals for Voting on Executive Pay

Slaughter & May, 1 Bunhill Row, London EC1Y 8YY

Accounting for Share Plans and Employee Trusts

Talk by PKF International. Held at Travers Smith, 10 Snow Hill, London, EC1A 2AL

Impact of Proposed Simplification Regime on Approved and Unapproved Share Plans

Pinsent Masons, 30 Crown Place, Earl Street, London EC2A 4ES

Clawback in Share Plans

Pinsent Masons, 30 Crown Place, Earl Street, London EC2A 4ES

Corporate Tax Aspects of Share Plans

Freshfields Bruckhaus Deringer, 65 Fleet Street, London, EC4Y 1HS

Share Options and Expats

Baker & McKenzie, 100 New Bridge Street, London EC4V 6JA

Accounting for Share Plans

MacIntyre Hudson Advisory

Meeting with OTS to discuss Unapproved Share Plans

Linklaters, One Silk Street, London, EC2Y 8HQ

FSA Remuneration Code in practice

Clifford Chance, 10 Upper Bank Street, London E14 5JJ

HMRC Approved Share Plans (Part 2)

Linklaters, One Silk Street, London, EC2Y 8HQ

Consumer Credit Act

Talk by Richard Mawrey QC on the Consumer Credit Act considerations when operating Employee Share Plans held at Travers Smith, 10 Snow Hill, London EC1A 2AL

HMRC Approved Share Plans (Part 1)

Linklaters, One Silk Street, London EC2Y 8HQ

EMI Plans

Pinsent Masons, 30 Crown Place, London EC2A 4ES

IPOs and Corporate Transactions

Slaughter and May, One Bunhill Row, London EC1Y 8YY

OTS "Roadshow" Event

Herbert Smith LLP, Exchange House, Primrose Street, London, EC2A 2HS

Disguised Remuneration - An update

Travers Smith, 10 Snow Hill, London EC1A 2AL

Valuing Share Schemes for tax purposes

Talk by Sue Tilstone and Hannah Reedy, Deloitte held at Hogan Lovells, Atlantic House, Holborn Viaduct, London EC1A 2FG

Disguised Remuneration - Part 7A ITEPA 2003

Travers Smith, 10 Snow Hill, London EC1A 2AL

Capital Gains Tax for Share Plan Lawyers

Freshfields Bruckhaus Deringer LLP, 65 Fleet Street London EC4Y 1HS

NICs and PAYE for Share Plans

SJ Berwin 10 Queen Street, London EC4R1BE

US Taxation of Share Plans and Deferred Compensation

Talk by Art Meyers, Choate Hall and Stewart LLP, held at Freshfields Bruckhaus Deringer, 65 Fleet Street, London, EC4Y 1HS

The Finance Act 2003 - New Regime

Lovells

A trustee's view on Employee Benefit Trusts

Freshfields Bruckhaus Deringer, 65 Fleet Street, London, EC4Y 1HS

A trustee's perspective on employee benefit trusts, including looking at issues that arise on corporate events, operating joint ownership share plans and family sub-trusts.

Approved Share Plans

Freshfields Bruckhaus Deringer, 65 Fleet Street, London, EC4Y 1HS

NICS and PAYE for Share Plans

SJ Berwin, 10 Queen Street Place, London, EC4R 1BE

The Taxation of Restricted Securities

Travers Smith, 10 Snow Hill, London, EC1A 2AL

Share Options and Expats - Tax Issues

Baker & McKenzie, 100 New Bridge Street, London, EC4V 6JA

Australia: Employee Share Plans

Talk by Minter Ellison. Held at Freshfields Bruckhaus Deringer, 65 Fleet Street, London, EC4Y 1HS

Corporate Governance

Clifford Chance, 10 Upper Bank Street, London, E14 5JJ

Pay and Risk – Financial Services and beyond

Damian Carnell, Towers Perrin

IPOs and Corporate Transactions – the green shoots of recovery

Slaughter and May, One Bunhill Row, London EC1Y 8YY

Corporate Governance and Model Code issues for Share Plans

Clifford Chance, 10 Upper Bank Street, London, E14 5JJ

Share Plan Design - Market Trends and Performance Conditions

Hewitt New Bridge Street, 6 More London Place, London, SE1 2DA

NICs and Employee Shares

SJ Berwin, 10 Queen Street Place, London, EC4R 1BE

Talk by Peter Montagnon, ABI

Norton Rose, 3 More London Riverside, London, SE1 2AQ

Basics of HMRC Approved Share Plans

Linklaters, One Silk Street, London, EC2Y 8HQ

Employee Benefit Trusts and their Uses

Travers Smith, 10 Snow Hill, London, EC1A 2AL

Private Equity - Issues from Management's Perspective

Macfarlanes, 20 Cursitor Street, London, EC4A 1LT

Introduction to Private Equity

CMS Cameron McKenna LLP, Mitre House, 160 Aldersgate Street, London, EC1A 4DD

Share Plan Tax Issues for Internationally Mobile Employees after FA 2008

Baker & McKenzie, 100 New Bridge Street, London, EC4V 6JA

Accounting for Share Based Payments

Freshfields Bruckhaus Deringer, 65 Fleet Street, London EC4Y 1HS

Share Plan Aspects of Takeovers

Clifford Chance, 10 Upper Bank Street, London E14 5JJ

Employment Aspects of Share Schemes

Slaughter and May, One Bunhill Row, London EC1Y 8YY

Trust Law Issues Relating to Employee Benefit Trusts

Addleshaw Goddard LLP, 150 Aldersgate Street, London EC1A 4EJ

Tax Changes to Employment Related Securities

Travers Smith, 10 Snow Hill, London EC1A 2AL

Accounting for Share Based Payments

Talk by Kathi Hambleton of MacIntyre Advisory Services

Freshfields Bruckhaus Deringer, 28 Tudor Street, London, EC4

Tax and NICs Issues for Internationally Mobile Employees in Relation to Share Schemes

Baker & McKenzie, 100 New Bridge Street, London EC4V 6JA

Basics of HMRC Approved Share Plans

Linklaters, One Silk Street, London EC2Y 8HQ

Introduction to Private Equity

CMS Cameron McKenna LLP, Mitre House, 160 Aldersgate Street, EC1A 4DD

Return of Capital and Demergers

Freshfields Bruckhaus Deringer, 65 Fleet Street, London EC4Y 1HS

Age Discrimination and TUPE in Share Schemes

Slaughter and May, One Bunhill Row, London, EC1Y 8YY

Market Abuse, Insider Dealing, Model Code

Addleshaw Goddard LLP, 150 Aldersgate Street, London EC1A 4EJ

Capital Gains Tax and Share Schemes

CMS Cameron McKenna LLP, Mitre House, 160 Aldersgate Street, London EC1A 4DD

Institutional Investor Guidelines on Share Plans

Clifford Chance, 10 Upper Bank Street, London E14 5JJ

Share schemes in private companies

Travers Smith, 10 Snow Hill, London EC1A 2AL

Accounting for Share Based Payments

Talk from Kathi Hambleton of MacIntyre Hudson

Freshfields Bruckhaus Deringer, 65 Fleet Street, London, EC4Y 1HS

SIPs

Freshfields Bruckhaus Deringer (65 Fleet Street, London EC4Y 1HS

US Aspects of Share Plans

Baker & McKenzie, 100 New Bridge Street, London EC4V 6JA

IPOs and Share Schemes

Norton Rose, Kempson House, Camomile Street, London EC3A 7AN

[Slides to be attached at a later date - file size issue to be resolved]

Corporation Tax Deductions and Transfer Pricing

Linklaters, One Silk Street, London EC2Y 8HQ

Corporate Governance and Share Schemes

Herbert Smith, Exchange House, Primrose Street, London EC2A 2HS

Restricted Securities and other bits of Part 7 ITEPA 2003

Pinsent Masons, 30 Aylesbury Street, London EC1R OER

Share Scheme Issues on Takeovers and Business Sales

Clifford Chance, 10 Upper Bank Street, London E14 5JJ

EMI Options

Travers Smith, 10 Snow Hill, London EC1A 2AL

Share Schemes and Internationally Mobile Employees

Baker & McKenzie 100 New Bridge Street, London EC4V 6JA

Employment Law and Share Schemes

Herbert Smith, Exchange House, Primrose Street, London EC2A 2HS

National Insurance Contributions

Lovells, Atlantic House, 50 Holborn Viaduct, London EC1A 2FG

Prospectus Directive and how it may impact Employee Share Schemes

Freshfields Bruckhaus Deringer, 65 Fleet Street, London EC4Y 1HS

Trusts and Share Plans

Travers Smith Braithwaite, 10 Snow Hill, London EC1A 2AL

Demergers and Schemes of Arrangement

Freshfields Bruckhaus Deringer, 28 Tudor Street, London EC4

Approved Options

Slaughter and May, One Bunhill Row, London EC1Y 8YY

Sourcing Share Plans - New Issue, Market Purchase and Treasury Shares

Clifford Chance, 10 Upper Bank Street, London E14 5JJ

Accounting Issues for Share Plans

Pinsents. 1 Gresham Street, London EC2V 7BU

US Share Plans

Allen & Overy, 107 Cheapside, London EC4

Venture Capital/Private Equity Issues for Share Plans

Wilmer Cutler Pickering Hale & Dorr LLP, Alder Castle, 10 Noble St, London EC2V 7QJ

EU Prospectus Directive

Addleshaw Goddard, 25 Cannon Street, London EC4M 5TB

Transaction Issues for Share Schemes

Slaughter & May One Bunhill Row, London EC1Y 8YY

SIPs

Linklaters, One Silk Street, London EC2Y 8HQ

Corporate Governance Issues for Share Schemes

Clifford Chance, 4 Coleman Street, London EC2

Securities Options, Part 7, Chapter 5 ITEPA 2003

Pinsents, 1 Gresheam Street, EC2V 7BU

2013 Annual Technical Meeting with HMRC

Freshfields Bruckhaus Deringer, 65 Fleet Street, London, EC4Y 1HT

The Executive Committee

The Executive Committee meets every six weeks to review member activities and work of the other groups. Direct queries to the chairperson, Jonathan Fenn.

The members of the Executive Committee are:

Jonathan Fenn (Chair)

Mahesh Varia (Secretary)

Alice Greenwell (Treasurer)

Nicholas Stretch

Janet Cooper

Members of the Corporate Regulatory Committee

Recent activities of the Corporate Regulatory Committee include responding to the Green Paper on Corporate Governance Reform and considering the impact of the EU Market Abuse Regulation on share incentives. Direct queries to the chairperson, Paul Randall.

The members of the Corporate Regulatory Committee are:

Members of the Tax Committee

The Tax Committee is the most active group, liaising with HMRC for the Group's annual meeting, preparing budget submissions and responding to any tax and national insurance consultation. Direct queries to the chairperson, Nicholas Stretch.

The members of the Tax Committee are:

 

Members of the Training and Social Committee

 

The Training and Social Committee organises training for members of the group. Direct queries to the chairperson Sonia Gilbert.

The members of the Training and Social Committee are:

Contact

Most of the work of Share Plan Lawyers is done through its Executive Committee and focus groups:

Executive Committee: The Executive Committee meets every six weeks to review member activities and work of the other groups. Direct queries to the chairperson, Jonathan Fenn

Tax Committee: The Tax Committee is the most active group, liaising with the Inland Revenue for the group's annual meeting, preparing budget submissions and responding to any tax and national insurance consultation. Direct queries to the co-Chairs, Nicholas Stretch and Graham Muir

Corporate and Regulatory Committee: Recent activities of the Corporate Governance Committee include responding to UKLA and ABI on treasury share issues and to EU consultation on directors' remuneration. Direct queries to the chair, Paul Randall.

Training and social Committee: The Training Committee organises training for members of the group. Direct queries to the chair, Sonia Gilbert.

Contacts

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