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AIB JerseyFranckMatthews01534 883111Jersey
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Aon Hewitt LtdLeslieMoss020 7939 4434UK
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ApplebyMelanieMcEnery01534 888 777UK
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Barclays StockbrokersTonyCarter0207 114 8528UK
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BDO LLPAmandaFlint<strong>Amanda Flint</strong> is one of the leading UK advisers on share incentives and Reward. She joined BDO in 2007, becoming Tax Partner and specialising in Reward in the Human Capital group. She has worked closely with HMRC as a trusted professional advisor for over 10 years and has regularly been asked to input on tax policy, contributing to drafting and implementation of new legislation. Amanda had been previously working at one of the ‘Big 4’ where she was a partner in the People Services team, having earlier qualified as a solicitor (although now non-practising). Her clients have ranged from UK and non-UK headquartered multinationals to UK listed and larger unlisted companies. She also advises on employee benefits communication, reward issues on transactions and corporate structures together with related corporate tax planning and accounting issues.020 7339 9000United Kingdom
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Bird & BirdColinKendonColin heads the Employee Incentives and Benefits team of Bird & Bird, London. He acts for a wide range of international and domestic companies advising on employee share plans and tax issues for employee and director shareholders. Areas Colin deals with include advice in relation to plan design, performance targets, corporate governance, remuneration committee support, corporate law and regulatory issues; incentives aspects of acquisitions, disposals, IPOs, re-structuring and fund-raisings; tax-efficient structuring of share based incentives, PAYE/social security issues, corporate tax, HMRC negotiations and employee share ownership plan trusts; and carried interest arrangements for management of venture capital funds. Colin has specialised in employee incentives for over 22 years since he qualified as a solicitor in January 1990. He joined Bird & Bird in January 2006 having practised at Clifford Chance and prior to that at KPMG. Colin contributed a substantial section on share based employee incentives in the second edition of “Internet Business Commerce and Tax” published by Jordan on 17 March 2012.020 7415 6000UK
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BMS Associates LtdDavidLarsen020 780 7288UK
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BT plcAnnaWatch020 7356 5158UK
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Capita Share Plan ServicesJustinCooperJustin Cooper is the Chief Operating Officer of Capita Registrars, the share registration services provider of choice for more than half of the UK's quoted companies. He bears overall responsibility for all shareholder operations within the company - including Registration, Share Plans, Custody & Settlement, Share Dealing and Offshore Registration. He also looks after their Investor Relations and Company Secretarial Services businesses. Justin joined Capita Group in 2000 and has over 20 years experience in the share registration and share plan business environments. His career started at Lloyds TSB Registrars (now Equiniti), where he spent a total of ten years, before moving to ProShare, the UK organisation that promotes wider share ownership, followed by myshares (now part of Capita). He is an FSA Approved Person and a Director of Capita Registrars, Capita IRG Trustees Limited and various other associated Boards. In 2008 Justin gained Chartered Director status within the Institute of Directors and later he was inducted as a Fellow of the same organisation.0208 639 2280UK
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Collins Stewart Wealth ManagementMichaelSmith020 7523 4553UK
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Cyril Sweett LimitedDaniellePass020 7061 9000UK
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David Craddock Consultancy ServicesDavidCraddock01782 519 925United Kingdom
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Deloitte & ToucheStephenWoodhouse0121 695 5146United Kingdom
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Ernst & Young (London)ChristopherProut020 7951 5969United Kingdom
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Evans Appraisal LimitedMarkEvans020 7153 1019UK
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Field Fisher Waterhouse LLPGraemeNuttall020 7481 4841United Kingdom
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Foster & Partners LtdMatthewStreets0207 738 0455United Kingdom
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GannonsCatherineGannonCatherine is passionate about helping SMEs grow and thrive. With a tax and accountancy as well as legal background, Catherine stands out from the average lawyer and has the rare ability to put commerciality into practice. Catherine advises across all of the practice areas drawing on many years of experience to provide strategic and directional guidance. Catherine has particular expertise in advising partnerships, SMEs and private companies on transactions and resolution of disputes. After training at a leading accountancy firm, Catherine qualified as a solicitor and gained experience at the leading international law firms S J Berwin and Baker & McKenzie, before founding Gannons.0207 438 1060United Kingdom
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Geoffrey Griggs Chartered AccountantGeoffreyGriggs01689 818 196United Kingdom
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Global SharesMaoiliosaO'Culachain00 353 23 33 062Ireland
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Indigo Planning LtdSimonNeate020 8605 9400UK
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INGArthurAardewijn+31 20 7979597the Netherlands
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Investec TrustScottNelson01534 512 548United Kingdom
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JPMorgan Cazenove LimitedMichaelSleet020 7155 5483England
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Killik & CoPeterLeach020 7337 0477United Kingdom
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Kleinwort Benson (Jersey) Trustees LtdDebbieAvery01534 613 452United Kindom
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KPMG LLP (London)MichaelPearce020 7311 3277 / 020 7311 2722UK
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Linklaters & AllianceKateKelleher020 7456 2000United Kingdom
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MM & K LtdIanMurphieLaw graduate and barrister, Ian heads the share plan design and administration teams within MM & K Ltd, an employee-owned specialist pay and reward consultancy which was established is 1973. Ian has over 12 years experience in advising largely SME companies in the area of employee share schemes, including affiliated taxation, valuation and trust work. Ian is current chairman of ifsProShare’s SME Focus Group and is a member of the ESOP Centre’s International Steering Committee.020 7283 7200United Kingdom
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Norse Solutions ASJonasSaltnes+47 40 22 21 64
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Orange PCSJulietEdmonds07971179241United Kingdom
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Pearson plcRobertHead020 7010 2322United Kingdom
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Pett, Franklin & Co. LLPDavidPettDavid Pett is a founding partner of Pett, Franklin & Co. LLP (www.pettfranklin.com), an independent mixed-disciplinary practice specialising in advising on, and assisting companies large and small, publicly or privately owned, to design, establish and operate their employee share schemes. The Firm’s aim is to add value for our clients by "helping share growth", and in the process become the leading firm of UK advisers on all UK tax and legal aspects of remuneration, incentives and employee share plans. The Firm also provides advice in relation to accounting aspects of executive and employee share incentives, including Share Based Payments, share valuations and financial modelling. David was formerly the head of tax at Pinsents and a member of the Government’s advisory group which put together the legislation relating to SIPs and EMIs. He is author and joint editor of “Employee Share Schemes”, the two-volume looseleaf textbook on the subject.” David is a member of the ESOP Centre’s steering committee.
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Pinsent MasonJudithGreaves0113 244 5000United Kingdom
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Postlethwaite & CoRobertPostlethwaiteRobert is an esteemed share plan specialist, recently interviewed by the Motley Fool, who has particular expertise in helping private and smaller listed companies find the right share plan to match their needs, then looking after all aspects of legal implementation. Other areas of his work include: ownership succession through employee trusts, all-employee share ownership plans, ownership models for the delivery of public services through employee-led mutual companies and share valuation agreements with the HMRC. Robert is a member of the Employment Lawyers Association, the Share Plan Lawyers Group and the Share Plan Committee of the Quoted Companies Alliance. A graduate in law from the University of Bristol, Robert was a partner in a national firm of corporate lawyers before founding Postlethwaite in 2003. He is described as a Leader in his field in the 2012 Edition of Chambers Guide to the Legal Profession.020 7470 8805UK
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PricewaterhouseCoopersGrahamWard-Thompson0113 289 4919United Kingdom
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RBC - Corporate Employee & Exec ServicesKevinLimKevin Lim works in the business development & relationship team at RBC Abacus. He is a solicitor based in London and has ten years experience specialising in share plans and executive compensation. RBC’s corporate employee & executive services combines the expertise of Royal Bank of Canada and Abacus’ corporate fiduciary services teams. RBC delivers high quality plan management and employee trust solutions for share and stock plans, deferred compensation and international pension plans, combined with executive and fiduciary services for wealthy clients from Britain and mainland Europe. RBC handles complex global stock plans in different currencies and tax regimes. Its corporate employee & executive services division sits within RBC's international wealth management operation. Global private banking, with a network of 30 offices in 21 key financial centres, is dedicated to meeting the financial needs of individual, corporate and institutional clients. Kevin is a member of both the steering and international committee of the Centre.+44 (0) 1534 602 880 or +44 (0) 7797 718 201Jersey
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Remgro LtdTheovan Wyk00 27 21 8883266South Africa
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Share Centre LtdGavinOldham01442 890 800United Kingdom
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St James's Associates LtdChrisFossitt020 7632 8195United Kingdom
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The RM2 PartnershipGeofferyBond020 8949 5522United Kingdom
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Travers Smith BraithwaiteVictoriaNicholl/Mahesh Varia020 7295 3000United Kingdom
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TTP Group plcKeithHaddow01763 262 626United Kingdom
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Unilever PLC & NVJoanKalmansNetherlands/USA/UK
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White & Case LLPOliverBrettle020 7532 1000
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Wrigleys SolicitorsMalcolmLynch0113 244 6100United Kingdom
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Yorkshire Building SocietyLouiseDrake01274 263101England
Membership
Please contact Juliet Wigzell if you would like to become a member!
Our membership is available as an annual subscription.
Companies offering a share plan can join for £125 plus VAT if they are unquoted or £550 plus VAT if quoted.
For professional practitioners the membership fee is £875 plus VAT for companies with more than five fee earners and £425 plus VAT for under five fee earners.
Benefits
Influence policy:
We undertake lobbying on behalf of our members and provide access to government.
An international perspective:
All members also gain access to the World Centre for Employee Ownership, providing a lobbying influence upon European bodies.
A world-class conference programme:
Members receive generous reductions on delegate fees to our annual conference programme. We organise annual conferences for trustees in the Channel Islands, a conference for SMEs in the UK, and at least two international conferences.
Stay informed:
Keep in touch with the latest news in the Eso world through our monthly publication, newspad, and the news section of the website. Members are eligible for reduced prices on Centre publications. Members are welcome to use the staff library & suggest areas for research.
Build your network:
Meet key players in the industry using our referral services, at our networks and other member events throughout the year. We will put you in touch with the right professional to suit your needs.
Thought leadership:
Take part in our think tanks, round table discussions and evening forum events.
Exchange ideas:
Our online discussion forums provide an easy way to exchange ideas with other members.
Latest News
OECD double taxation guru confirmed for Paris
May 18th, 2012Minister praises ESOP Centre's work
May 16th, 2012Employee share schemes for SMEs - conference material
May 16th, 2012Send us your feedback: HMRC bulletin
May 14th, 2012"Shareholder spring": employees' voices can and do count
May 10th, 2012Upcoming Events
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June 21 2012 - June 22 2012 (All Day)
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