SIP—basic principles

SIP—basic principles guidance:

Produced in partnership with Jonathan Fletcher Rogers of Addleshaw Goddard [insert name of company adopting the SIP] (the Company)—[insert Company number] Minutes of a...

Precedents

ARCHIVED: This archived Practice Note provides background reading on the main differences between the SIP guidance in ESSUM and where it can now be found in ETASSUM. It...

Practice Note

Companies in both the US and the UK have a long history of involving employees in equity ownership, and both countries have provided tax breaks and implemented other...

Practice Note

Produced in partnership with Jonathan Fletcher Rogers of Addleshaw Goddard Award of free shares under the [insert name of company] Share Incentive Plan We are pleased to...

Precedents

Produced in partnership with Jonathan Fletcher Rogers of Addleshaw Goddard Invitation to buy partnership [and receive matching shares] shares under the [insert name of...

Precedents

Produced in partnership with Jonathan Fletcher Rogers of Addleshaw Goddard That: 1 the [insert name of company] Share Incentive Plan (SIP), the trust deed and rules of...

Precedents

Produced in partnership with Jonathan Fletcher Rogers of Addleshaw Goddard This agreement is between: Parties 1 Participant Name: [insert name of participant] Home...

Precedents

Produced in partnership with Jonathan Fletcher Rogers of Addleshaw Goddard Parties 1 Participant Name: [insert name of participant] Home Address: [insert address of...

Precedents

Produced in partnership with Jonathan Fletcher Rogers of Addleshaw Goddard 1 Definitions and interpretation 1.1 The following words and expressions have the following...

Precedents

Produced in partnership with Jonathan Fletcher Rogers of Addleshaw Goddard [insert name of company] Trust deed [insert name of company] Share Incentive Plan This Deed is...

Precedents

Schedule 2 of the Income Tax (Earnings and Pensions) Act 2003 (ITEPA 2003) uses the phrase an ‘award of shares’ to identify shares that are either appropriated to...

Practice Note

This Practice Note provides an introduction to the HMRC tax-advantaged share incentive plan (SIP). It provides a summary of: • the types of award that can be made under a...

Practice Note

Are SIPs always appropriate? Due to the different type of awards that may be made under a share incentive plan (SIP), there are many different types of company for whom a...

Practice Note