Course description
Presented by expert speaker Karen Speight, this box set comprises 6 online sessions which combine to give a comprehensive introduction to employee share incentives in the UK.
Delivered in bite-sized 30-minute sessions, this series will cover the main types of company share plans and will explore the qualifying criteria and eligibility of each scheme, making it an ideal way for you gain a solid understanding of the options available.
The modules covered are as follows: Employment Related Securities - General Principles; The Company Share Option Plan (CSOP); The Enterprise Management Incentives (EMI); Save As You Earn (SAYE); Share Incentive Plans (SIP); and Non-Tax Advantaged Plans.
Upcoming start dates
Outcome / Qualification etc.
Training Course Content
Introduction
Presented by expert speaker Karen Speight, this box set comprises 6 online sessions which combine to give a comprehensive introduction to employee share incentives in the UK.
Delivered in bite-sized 30-minute sessions, this series will cover the main types of company share plans and will explore the qualifying criteria and eligibility of each scheme, making it an ideal way for you gain a solid understanding of the options available.
Agenda
The modules covered are as follows:
Module 1 - Employment Related Securities - General Principles
- What do we mean by employment related securities?
- Tax, accounting, and legal considerations when providing employment related securities
- The plc dimension
- Choosing the way forward
Module 2 - The Company Share Option Plan (CSOP)
- Operation and limits
- Qualifying criteria
- Eligibility
- Tax treatment
- Practical considerations
Module 3 - The Enterprise Management Incentives (EMI)
- Operation and limits
- Qualifying criteria
- Eligibility
- Tax treatment
- Practical considerations
Module 4 - Save As You Earn (SAYE)
- Operation and limits
- Qualifying criteria
- Eligibility
- Tax treatment
- Practical considerations
Module 5 - Share Incentive Plans (SIP)
- Operation and limits
- Qualifying criteria
- Eligibility
- Tax treatment
- Practical considerations
Module 6 - Non-Tax Advantaged Plans
- Nil cost options
- Conditional shares
- Forfeitable and restricted securities
- Nil paid shares and deferred payment arrangements
- Growth shares
Expenses
MBL Seminars Limited
MBL is a leading learning and development provider for professional service firms. Over the past 18 years, more than 198,000 people across 23,000 different organisations spanning 81 countries, have chosen us to deliver their training. With over 800 expert speakers...