Breakout Series 4
14:40 - 15:25
Location: Ground Floor, Flowers

4.4 Insider International Sharesave Secrets


Are you exploring ways of using International Sharesave Plans to reward global employees? Then don’t miss this case study-led session that looks at the different approaches taken by companies when launching savings-related option plans across different jurisdictions.

Attendees will hear:

  • How to tailor Sharesave plans to certain countries for effectiveness and tax efficiency.
  • Details about launching Sharesave in the US and tips for making it a tax qualified plan.
  • Examples of foreign listed companies launching Sharesave in the UK, the advantages of having a sterling option price, take-up statistics and trends, and where to hold savings.
  • Tips on effective plan communication with examples of Sharesave documentation and key messaging topics.


Jeremy Edwards, Baker McKenzie (UK)
Alex Couter, Smith & Nephew (UK)
Dominic Harrison, Equiniti (UK)
Tim Baker, Equiniti (UK)
Jennifer Rudman, Equiniti (UK)




CPE Credit
Field of Study: Specialized Knowledge
Level: I