My practice includes a wide range of enterprise management incentives, approved and unapproved share plans, long-term incentive plans and bonus arrangements together with the acquisition of restricted and convertible securities. I also advise companies on the availability of EIS relief for investors.

I have written articles for Taxation magazine and a publication on employee share ownership by the Chartered Institute of Personnel and Development. I have also spoken at conferences on enterprise management incentives and trends and developments in share schemes.

·         Advising an AIM company on a tax-efficient long term incentive plan for key executives using an offshore employee benefit trust

·         Establishing an all-employee enterprise management incentive plan for an AIM company

·         Advising the management team of a company on the tax implications of a secondary buyout and acquisition of an enhanced equity stake, including obtaining all the necessary HMRC clearances

·         The implementation of an all-employee enterprise management incentive option scheme for an ambitious and successful private company

·         Devising a tax-efficient equity incentive for the new CEO of a private equity-backed company via an employee benefit trust. Implementing a long-term incentive plan for a global company and advising on the tax implications for employees in other jurisdictions

LLB (Hons) and Law Society qualifications
Member and former Chair of the Quoted Companies Alliance Share Schemes Committee