There are many reasons to establish an employee share scheme. It may be that you want to plan for succession. Maybe you want to incentivise employees without paying cash. You may have a key employee you want to retain.

Ensuring your employee share scheme is correctly structured from the outset achieves many purposes including getting employee participation.

A key consideration is the tax consequences. Being able to address:

• Who will pay the tax?
• How will the tax be funded?
• When is the tax payable?
• What deductions can be claimed?
• What if the company fails or the employee sells the shares for less than they paid?

This webinar will cover multiple types of employee share scheme and assist you to answer the above questions, and others, so that you can tailor an employee share scheme to meet your needs.

Upon satisfactory completion of this activity, you will be able to:

• Identify various share scheme types and know their comparative benefits and detriments
• Identify what tax will be payable, when and by whom.
• Be in a position to analyse and tailor the terms of an employee share scheme to best achieve the desired commercial position in a tax efficient manner.

This course will be suited to:

• Those advising businesses around employee share schemes, including lawyers and accountants
• Those working in internal finance functions such as CFO or finance managers
• Founders and those investing in and advising start-up businesses

Duration: 1.00 CPD hours (55 mins plus 5 mins Q&A)

PRESENTER

Richard Muth, Senior Manager – Tax Advisory, Findex/Crowe
Richard Muth is an experienced taxation practitioner at Findex / Crowe having more than 15 years of experience with clients ranging from large multinational groups, Australasian groups, New Zealand based SMEs along with high net worth individuals. While working with these businesses, Richard has assisted both employers and employees to form employee share schemes, understand the tax relating to their particular share scheme and manage the tax impact of their employee share scheme.