Background: In this presentation, Jennifer Rudman and Graham Bull discuss the impact of tax changes on tax-advantaged employee share plans in the UK, particularly SAYE (Sharesave) and SIP (Share Incentive Plan). It covers topics such as capital gains tax, dividend tax, and strategies for employees to manage tax liabilities. It also highlights the importance of educating employees about these changes and providing them with the necessary information and tools to make informed decisions regarding their share plan participation and potential tax implications. The presentation was debated by the panel on "The Future Of All-Employee Share Ownership Plans", at the Esop Centre’s 2024 Share Plans Symposium on 25 April.
Speakers:
Jennifer Rudman has responsibility for defining Equiniti’s share plan strategy and enhancing its employee share plan services. She is a member of a number of employee schemes working groups, liaising regularly with industry bodies. Jennifer acts as a point of reference for issuers and journalists, analysing market data to identify trends and informing the market of current practice.
Graham Bull is Managing Director of Equiniti’s All-Employee Share Plans and is responsible for all aspects of employee share plan services including business development, strategy and client support, covering over one million accounts and £3 billion of assets.
Date
Friday, 19 April 2024
Time
12:45 BST
Cost
Invitation Only
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