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Jersey share schemes and trustees seminar 2018

Date May 2 @ 8:45 am - 2:00 pm

The Esop Centre/STEP Jersey share schemes for trustees conference will be on Wednesday, May 2 2018 at the Pomme d’Or Hotel in St Helier.

Organised in partnership with STEP Jersey, the annual half-day conference is an industry-leading networking and learning opportunity for all those interested in share schemes and EBT trusteeship.


Programme outline

The seminar will be chaired by Malcolm Hurlston CBE, chairman of the Esop Centre. The following topics will be explored at the seminar:


Panel discussion: Brexit, the EU and Jersey.

led by Colin Powell CBE, adviser, States of Jersey; and, Rosemary Marr, STEP


General Data Protection Regulation and its impact on employee share arrangements.

Exploring the Impact of GDPR on employee share plans generally; where arrangements involve third party administrator/trustee based in EEA and where third party administrator is based outside the EEA.

Graham Muir, employee incentives partner, CMS


The latest challenges to face us all.

The Trust Registration Service; what to do when a 10 yearly charge for IHT purposes has been missed on a trust; the revised Settlement terms for exiting all forms of tax avoidance (EBT loans included); the deferral of the April 2019 loan charge; the Digital Disclosure Service/Worldwide Disclosure Facility.

Paul Malin, partner, Haines Watts


Recent cases of interest in the UK courts/ tribunal.

David Pett, barrister, Temple Tax Chambers


Vix and you – share schemes in an era of volatility

David Craddock, director, David Craddock Consultancy Services.


Employee trusts: challenges and opportunities for trustees.

Examining the role of trustees of employee trusts (EBTs, ESOTs, EFRBs’s and other forms of trust) in the light of: Developing case law; the changing role and responsibilities of trustees; opportunities for trustees in an evolving market.

Stephen Woodhouse, partner, Pett Franklin



Tickets for individuals for STEP/Centre members and non-members are available:

Members: £375

Non-members: £480

Book and pay by the end of Thursday March 29 2018 to take advantage of one of our Easter discount offer: 50 percent off a third delegate from the same organisation.

To book your place, please email events [at] esopcentre [dot] com or call 020 7239 4971.

All bookings are subject to our terms and conditions.


May 2
8:45 am - 2:00 pm
Event Categories:
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STEP Jersey
The Esop Centre


Pomme d’Or Hotel
Liberation Square
St Helier, JE1 3UF
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+44 (0)1534 880110