PARTNER (NON-LAWYER), CHARTERED ACCOUNTANT
William is an experienced share schemes practitioner. He is also a Chartered Accountant who is widely recognised as a leading adviser on the valuation, accounting and financial aspects of all forms of remuneration, incentive and employee share schemes.
He specialises in advising on:
He is a member of the HMRC Employment-Related Securities & Valuations sub-group, a Board Member for the Lexis PSL Share Incentives Consulting Editorial Board and he contributes to Tolley’s Guidance on Employment Taxes and to PLC. William has been appointed as Chairman of the Worked Examples Group, a group of experts who work with HMRC to publish examples of share valuations over a wide range of employee share ownership and employee ownership arrangements. He is also an Honorary Research Fellow for the Employee Share Ownership (Esop) Centre and a regular speaker at conferences on share schemes and employee ownership. He has a wide background in tax advice and is a member of the Chartered Institute of Taxation.
William has considerable experience of determining and agreeing with HMRC the market value for tax purposes of shares in unquoted companies. As a physics graduate, he is also able to advise on IFRS2 accounting and some of the more arcane aspects of option pricing mathematics. Together with David Pett, he first developed the joint share ownership plan (JSOP). William previously worked for Pinsent Masons and Ernst & Young. He has been an active supporter of junior local cricket and ChancetoShine.