Insights: John Forde

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Motivating and rewarding key employees through share-based incentives

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There are various ways to motivate and reward key employees through share-based incentives. The optimum structure for any given company will depend on its specific circumstances and commercial objectives. Enterprise Management Incentive (EMI) option plans are widely recognised as an attractive and very tax efficient structure and are therefore the first port of call for […]


Growth shares

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What is the purpose of growth shares? Growth shares are used in employee incentive planning. They are often considered when an employer does not qualify for one of the tax advantaged share option structures (e.g. EMI or CSOP; see our separate briefing notes for more detail on these topics). Growth shares offer an alternative means […]


Nil paid shares

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What is a nil paid share? Nil paid shares are used in employee incentive planning. They are often considered when an employer does not qualify for one of the tax advantaged share option structures (e.g. EMI or CSOP, see our separate briefing notes for more detail on these topics). They offer an alternative means to […]


Joint Share Ownership Plan

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What is a Joint Share Ownership Plan? A Joint Share Ownership Plan (JSOP) is an incentive structure designed to provide equity to senior employees without a significant Income Tax charge and enable them to participate in any future growth in value of the company. Future growth in value of the shares should be subject to […]


EMI share option plan

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What is an EMI share option plan? EMI stands for “Enterprise Management Incentive”. Like any share option plan, an EMI plan involves giving an employee a contractual right (an option) to acquire shares at some point in the future for a specified price. However EMI plans offer significant tax advantages to other forms of option […]


Company Share Option Plan

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What is a Company Share Option Plan? A Company Share Option Plan (CSOP) is a form of share option arrangement that qualifies for certain government approved tax benefits. It is less attractive than an Enterprise Management Incentive (EMI) share option plan (see our EMI briefing note) in both tax and practical terms, so it is […]


Fladgate advises CTI Engineering on successful £43m recommended cash offer for Waterman Group

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Fladgate, jointly with Lewis Townsend LLP, has advised CTI Engineering Co. Limited on its successful recommended cash offer for Waterman Group Plc, which values Waterman at approximately £43m. CTI is the oldest of Japan’s top three ranked major consulting engineering companies and has had a full listing on the Tokyo Stock Exchange since 1996. Waterman […]


Fladgate advises Mindspace on the opening of its first London coworking space

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Fladgate has assisted Mindspace, a European provider of coworking space, in its entry into the UK market and all legal aspects relating to the opening of its first facility in London.  This involved completing a lease of two floors totalling 31,000 sq ft at the Relay Building, London E1 and assisting Mindspace with its plans […]


Fladgate advises Seastar on £15m refinancing of Strand development

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Fladgate has advised the award winning residential developer Seastar on the £15m refinancing of its luxury apartment development (Strand Chambers) at 227-228 Strand in London. The refinancing follows a sale of the retail and restaurant units on the lower floors for £4.5m which completed in February and comprised a number of stages including: The transfer […]


Fladgate acts for overseas trust on £7.5m purchase in West Hampstead

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Fladgate LLP acted for an overseas trust on the forward purchase of a £7.5m retail investment scheme in West Hampstead. This comprised the acquisition of the entire commercial investment within part of a Ballymore mixed use development known as West Hampstead Square. The Fladgate team was led by Gideon Dabby-Joory (real estate partner) and Jenny […]


Fladgate advises on the acquisition and financing of central London hotel

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Fladgate has advised Audley Grosvenor Limited on a development agreement for lease with Grosvenor.  This was for the acquisition of a £40m long lease interest of premises at 22 Grosvenor Square, 43 North Audley Street and 1 Lees Place, London W1 for the construction of a 32 room boutique hotel, restaurant and private members club […]


Fladgate advises on third transaction for Israeli investor

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Fladgate LLP has advised on the acquisition of a retail investment property for an Israeli investor investing through a Gibraltar SPV.  This is the third transaction completed by the team for this client who is building up a diversified portfolio of UK real estate investments and involved a forward funding of a retail unit let […]