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Tax Advantaged Share Plans & Share Scheme Planning - Pitfalls & More - Learn Live

Length
3 hours
Next course start
1 July, 2025 See details
Course delivery
Virtual Classroom
Length
3 hours
Next course start
1 July, 2025 See details
Course delivery
Virtual Classroom

Course description

The UK has some generous tax and national insurance reliefs for share schemes, however your client can only benefit from them if you can provide them with accurate and up to date advice.


Presented by expert speaker Jeremy Mindell, this virtual classroom seminar will consider the opportunities available for share plans and will be of interest to anyone involved with employment taxation, remuneration planning, or human resources.


It will cover the Enterprise Management Incentive Scheme (EMI), the Company Share Option Plan (CSOP), Sharesave (SAYE), and more.

Upcoming start dates

1 start date available

1 July, 2025

  • Virtual Classroom
  • Online
  • English

Outcome / Qualification etc.

Following all MBL courses, a certificate of attendance will be provided for those who are required to evidence their CPD activity to a professional body.

Training Course Content

Introduction

The UK has some of the most generous tax and national insurance reliefs for share schemes in the world.

The 2025 rises in Employer National Insurance Contributions make tax advantaged schemes even more attractive and therefore the effort of applying their rules may be handsomely rewarded.

This updated virtual classroom session looks at the opportunities available for share plans and will be of interest to anyone involved with employment taxation, remuneration planning or human resources.

What You Will Learn

This live and interactive session will cover the following:

  • Consideration of:
    • The Enterprise Management Incentive Scheme (EMI)
    • Company Share Option Plan (CSOP)
    • Sharesave (SAYE)
    • Share Incentive Plan (SIP)
  • The attractions and important considerations for both of these types of plans including the pitfalls for the unwary
  • The attractions and considerations of plans which are not formally tax advantaged as denoted by HMRC but do have potential substantial tax advantages in planned and implemented correctly. These include:
    • Growth or flowering shares
    • Joint Share Ownership Plans (JSOP)
    • Share subscription

Expenses

From £153
MBL Seminars Limited
C/o Law Business Research
Holborn Gate, 330 High Holborn
WC1V 7QT London

MBL Seminars Limited

With over 1,000 expert speakers covering more than 3,360 different topics, our course portfolio is vast and can be delivered either online or in-person. With over 450 years of collective professional development experience, we are proud to be trusted to...

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