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Investment Trusts and Share Schemes

Stephen Woodhouse, Partner and Charlotte Fleck, Solicitor at Pett Franklin, hosted a Webinar on 29 October 2015 to discuss Share Schemes and Investment Trusts.

Investment trusts can impact on the design of share scheme incentives in various ways. With specific and favourable corporate tax treatment, they offer more flexibility in planning – while by definition being listed on the London Stock Exchange and therefore subject to the guidance from investment committees.

They are also subject to the regulatory requirements on executive incentives and bonus delivery for financial institutions.

This webinar discusses these issues and offers practical advice on:

  • designing a share scheme for an investment trust;
  • combining the regulatory requirements, investor expectations and the tax environment; and
  • marrying the share scheme with the wider tax treatment of investment trusts.

Topics under discussion included: 

Remuneration Considerations 

Growth Interests

History and benefits of JSOPs

Comparison of Growth Shares and JSOPs