Results for tag "Retirement"
HMRC – Minutes of Technical Meeting – 22 January 2014
Minutes of the Annual Technical Meeting with HMRC held on 22 January 2014 at Freshfields Bruckhaus Deringer.
http://shareplanlawyers.org/knowhow-archive/8/
Minutes for 2014 Technical Meeting with HMRC
SPL Meeting with HMRC 22 Jan 2014
http://shareplanlawyers.org/minutes-for-2014-technical-meeting-with-hmrc/
Minutes of Meeting between Tax Committee of SPL and HMRC
Minutes of meeting between Tax Committee of Share Plan Lawyers Group and HMRC. Matters discussed include: Clawback and Malus; HMRC Guidance on tax-favoured plans; Set-up costs for tax-favoured plans; Market value; 20 Day Rule Questions on Annual Returns both tax-favoured and non-tax favoured; SIP restriction/forfeiture question; Manual related questions – SIP manual; Manual related questions […]
http://shareplanlawyers.org/knowhow-archive/26/
Questions and discussion items for meeting between HMRC and Tax Committee of Share Plan Lawyers on 9 July 2014
Subjects for discussion include: General: Clawback and malus HMRC guidance for tax-favoured plans Set up costs for tax-favoured plans Market value 20 day Rule Questions on Annual Rreturns, both tax-favoured and non-tax favoured SIP restriction/forfeiture question Manual-related questions: SIP Manual SAYE Manual CSOP Manual EMI Manual
http://shareplanlawyers.org/knowhow-archive/26/
Mark-up of Revised SAYE Section of HMRC ESSUM Manual
ESSUM30105 to ESSUM39900 draft with amendments.
http://shareplanlawyers.org/knowhow-archive/26/
Agenda for 2014 Technical Meeting with HMRC
Agenda for 2014 Technical Meeting with HMRC
http://shareplanlawyers.org/knowhow-archive/8/
Issues log for 2014 Technical Meeting with HMRC
Issues log for the 2014 HMRC Technical Meeting containing HMRC’s preliminary responses. Please note that Minutes for this meeting supersede this log.
http://shareplanlawyers.org/knowhow-archive/8/
Agenda for meeting of the Share Plan Lawyers’ Tax Committee with HMRC on 27 March 2007
Agenda for meeting of the Share Plan Lawyers’ Tax Committee with HMRC on 27 March 2007 to discuss the following: impact of age discrimination legislation; whether a new right is created where adverse changes to are made to CSOP options with approval of optionholders; market value options outside the scope of Chapter 5 of Part […]
http://shareplanlawyers.org/knowhow-archive/8/
Note of Mini-Meeting with HMRC on 30 June 2010
Note of Mini-Meeting with HMRC. Various matters discussed including: (1) HMRC Announcements: New head of ESSU HMRC manpower ESSU clerical work moved to Nottingham Minister Partly-paid shares (2) Bank payroll tax (3) CSOP changes (4) Geared growth/EBT/DOTAS consultation on geared growth share plans Legislation on employee trusts DOTAS (5) Option exchanges (6) Residence (7) SAYE […]
http://shareplanlawyers.org/knowhow-archive/8/
Note of meeting with HMRC and the Tax Committee of SPL on 15 September 2011
Note of meeting with HMRC and the Tax Committee of SPL. Questions discussed include: Comments on DOTAS IHT and employer’s NICs Capital gains and satisfying options granted by another person SAYE and retirement CSOP and retirement SIP and loan notes – leaving employment or other income tax event OTS – HMRC-approved employee share schemes Disguised […]
http://shareplanlawyers.org/knowhow-archive/8/