Sarah Anderson#115

Sarah Anderson

Sarah has specialised in the design and implementation of employee share schemes for over ten years, largely advising private and smaller quoted companies across a variety of sectors. She has been lucky enough to work alongside some of the leading practitioners in the field, both in private practice and during a stint at the Office of Tax Simplification, when she helped formulate the OTS's recommendation for the simplification of tax legislation relating both tax-advantaged and non-tax advantaged share plans. In addition to her share scheme work, Sarah has also spent time providing advice both to public and private sector clients on broader tax issues. She also has some experience in charities law, education law and some aspects of business immigration. Sarah has a degree in English from Reading University and studied for the CPE and LPC at London Metropolitan University. Her interests include surfing, horse riding and cricket.
Contributed to

2

Practicalities of setting up and operating an employee-ownership trust
Practicalities of setting up and operating an employee-ownership trust
Practice Notes

This Practice Note considers the key practical issues involved in setting up and running an employee-ownership trust (EOT), focussing on the issues involved in establishing the EOT, selecting its trustees and governance aspects, as well as funding the EOT and its accounting treatment. This Practice Note also looks at considerations that will arise in running the EOT, such as appointment and removal of trustees, conflicts of interest and the risk of disqualifying events. Finally, the note looks at the returns and filings required as part of the EOT’s administration. Written in partnership with Sarah Anderson of RM2 Partnership.

Share schemes—considerations for unlisted companies
Share schemes—considerations for unlisted companies
Practice Notes

This Practice Note details the key issues for private companies considering putting in place employee share plans. The note considers perceived barriers, reasons for using employee share plans, company law issues to be taken into account, concerns about dilution, issues relating to employee benefit trusts, and details how to value private company shares and how to buy and sell shares when unlisted.

Practice Area

Panel

  • Contributing Author

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