Dan is an Associate Director in the Incentives team having joined us from Bird & Bird in January 2018.
Dan advises clients on the design and implementation of all types of incentive arrangements, including tax-advantaged schemes and bespoke awards (e.g. growth shares), in addition to advising on employment tax issues and incentives related issues arising on corporate transactions.
Dan has experience advising a wide range of both UK and international clients (particularly US), from start-ups to listed companies.
Dan is a member of the Share Plan Lawyers Group and is also qualified as a Chartered Tax Advisor.
Dan is very approachable and pragmatic with his advice and a really good solution finder."
Insights
Employment and pensions
Employee Incentives Update | January 2022
Our Update looks at recent developments in employee tax and incentives. In this edition, we cover the temporary increase in...
26/01/2022
Employment and pensions
Trust Registration Service | Regulations and further HMRC guidance awaited
Regulations confirming the extension of the deadline for registering non-taxable UK express trusts to 1 September 2022 have been laid...
26/01/2022
Employment and pensions
Valuations for tax-advantaged share plans | HMRC confirms extension to 120 days
HMRC confirms extended window of 120 days for valuations agreed in connection with the grant of tax-advantaged options
26/01/2022
Employment and pensions
Health and social care levy | payslip information on NICs rise from April 2022
HMRC asks employers to include message on payslips about NICs increase
26/01/2022
Employment and pensions
Employee Incentives Update: September 2021
In this edition, we look at developments relevant to incentives and employee tax, including the new health and social care...
15/09/2021
Employment and pensions
Trust Registration Service extended to non-tax paying trusts | EBT aspects
HMRC's Trust Registration Service is now open for non-taxable trust registrations.
15/09/2021
Employment and pensions
Employment related securities | Update from HMRC
HMRC has published an update on employment related securities, response to consultation on the expansion of the EMI Scheme awaited
15/09/2021
Employment and pensions
New health and social care levy announced | Rise in national insurance from April 2022
New health and social care levy to be introduced in the UK, to pay for reforms to the care sector...
15/09/2021
Employment and pensions
Employee Incentives Update | May 2021
In this edition: EMI options call for evidence | New report on employee share ownership | Reminder on annual returns...
14/05/2021
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Employment and pensions
Trust Registration Service | extension to non-tax paying trusts
HMRC has provided an update on the extension of the Trust Registration Service to non-tax paying trusts
14/05/2021
Employment and pensions
A stake in success | new report highlights the benefits of employee share ownership
A new think-tank report calls for an expansion of employee share ownership in the UK and makes policy recommendations
14/05/2021
Employment and pensions
Annual returns for employment-related securities | deadline 6 July 2021
The deadline for submitting HMRC annual returns in respect of employment-related security arrangements for the tax year ending 5 April...
14/05/2021
