With global employee populations on the rise, so is the demand for globally compatible compensation plans. As issuing various forms of equity compensation from foreign plans to employees becomes more common, it is important to carefully review the plans prior to issuance.

When expanding a share scheme into new territories, an appendix will usually suffice to ensure the plan meets the respective domestic country's tax efficient rules, but our panel has encountered some common issues affecting employees in Canada, the UK and the US.

Attendees will learn:

  • The current taxation rules and issues which require close attention when reviewing foreign plans
  • Simple fixes and discuss the issues that may not be possible to fix in each country
  • How to navigate new UK legislation to ensure the foreign plan is compliant
Speaker/Author

SPEAKERS: Jessica Pancamo, BDO, Andy Goodman, BDO, Andrea Bunbury, BDO, Julie Hindley, Alpha FMC

Event date
Thursday, 8 Jun 2023, 15:00 - 15:50
Country
Breakout series