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Pat

Pat Sims, FGE

Retired
Former Founder, PJS Consultancy Services Limited
United Kingdom

Class of 2021

IN-PERSON CHAPTER EVENT
25 February 2025, 8 - 10am GMT
UK AND CHANNEL ISLANDS CHAPTER MEETING
UK chapter

HYBRID - LONDON

All plan types
UK and Channel Islands

Q1 CATCH UP FOR YOUR SHARE PLAN QUESTIONS AND QUERIES!

The first GEO UK and Channel Islands chapter event of 2025 is here! Come and join the GEO UK Chapter team for a coffee, croissant, and a catch up – this will be the perfect opportunity to connect with the share plan community and get all your queries answered.

Whether you prefer to join us virtually or in-person at the MUFG offices in London, this event is not to be missed!

TIMINGS

8am – Arrival time for in person attendees & pre-content networking over breakfast (in-person only)
9am – Content & discussion start (online attendees to join)
10am – Event to conclude

LOCATION
MUFG Offices
51 Lime Street
London
EC3M 7DQ

OR

Join us virtually - details will be emailed to you after you register.

Please choose your preference when you register.

GEO members and non-members are welcome to join.  Registration is required.

3.5 Battle of the Plans: UK and Europe v US

Join expert speakers from Tapestry, HSE (US counsel), Aviva (UK), and Samsara (US) as they discuss their diverse approaches to designing equity compensation plans for a global workforce.

From global matching plans to employee stock purchase plans (ESPP), this session will provide insights into creating effective equity plans that drive employee ownership and engagement across different cultures and regions.

KEY LEARNING POINTS:

  • Learn how to design equity compensation plans that work across global workforces.
  • Discover innovative approaches to employee ownership and enhancing plan understanding.
  • Explore strategies for ensuring compliance and best practices when expanding or exiting from markets.
Speaker/Author

Megan Hunt, Samsara (US)
Tom Parker, Tapestry Compliance (US)
Elena Petrou, Aviva (US)
Chris Potash, Harter Secrest & Emery (US)

Event date
Tuesday, 29 Apr 2025, 11:00 - 12:00
Breakout series
Location
Karlin 4
Field of Study
Specialized Knowledge
Level
I
ARTICLE
28 November 2024
EMPLOYEE SHARE PLANS POST-BUDGET – ARE THEY STILL WORTHWHILE?
External News

RSM

Legal and regulatory
All plan types
UK and Channel Islands

The 2024 UK Autumn Budget introduced higher Capital Gains Tax (CGT) rates and employer National Insurance contributions (NICs), raising questions about the continued effectiveness of employee share plans. Despite these changes, share plans remain valuable due to their tax advantages, such as lower CGT rates compared to income tax and corporation tax relief for employers, as well as their ability to align employee and company interests. While the tax landscape has shifted, share plans continue to offer long-term benefits for both employees and employers, emphasizing the importance of strategic structuring and clear communication to maximize their impact.