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Employment related securities: guide to HMRC filing

By CT Team | May 12, 2021

EMPLOYMENT related securities (ERS) are a common way of incentivising employees within the technology and biotechnology industries. However, issuing shares or share options results in a reporting obligation to HMRC, the UK tax authorities. This quick guide covers the most common queries regarding these annual returns and what your obligations are for filing an ERS…

Biotech Employee Equity Survey 2020 results – BEES

By CT Team | December 21, 2020

The Employee Equity Survey was run for biotech companies to enable them to benchmark equity distribution and the size of share option pools..

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Budget 2020 tax update for biotech and tech companies

By CT Team | March 16, 2020

THE 2020 Budget was an interesting one, especially for biotech companies. Confluence Tax’s team presented the headline points during the company’s Post-Budget Briefing event held on March 12. The focus was on the main elements that will affect companies from a tax and finance perspective.

Budget 2018 tax update – Confluence Tax

By CT Team | October 30, 2018

On October 30th Confluence Tax held a post-budget briefing to update clients on the tax implications of the Chancellor’s 2018 pre-Brexit budget.  Here is the slide deck of the presentation. Feel free to download it and do get in touch if you have any questions. Read more about UK R&D Tax Credits. View the presentation…

Questions to ask for an EMI scheme

Enterprise Management Incentives (EMI) share options guide

By CT Team | August 24, 2018

  Enterprise Management Incentives (EMI) share options guide COMPANIES in the biotech and tech spaces have a constant need to incentivise staff and build motivated teams to prepare them down the line for a sale or investment. Part of that process should include consideration of equity incentives and the tax implications of granting these share…

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BUDGET 2017: BEST BITS

By CT Team | November 24, 2017

CONFLUENCE TAX held a post-budget tax briefing for those in the biotech and tech space on November 23, 2017. Here we’ve shared the ‘need to knows’ for all knowledge-intensive companies and investors WHILE MANY commentators on the autumn budget were unmoved, we welcomed various tax changes that affect the knowledge-based businesses we work with –…

Budget 2017 briefing slide deck

By CT Team | November 24, 2017

 

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Don’t let tax be a party pooper!

By CT Team | November 14, 2017

IF YOU’RE booking an annual staff event, such as a Christmas party or summer BBQ, now is the time to look at how much you’re spending on each member of staff to avoid any nasty surprises from HMRC for your employees. There is a £150 tax-free limit imposed by HMRC that an employer can spend…

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R&D Tax credits presentation UK Jul 2017

By CT Team | July 27, 2017

AN R&D TAX CREDIT is a UK company tax relief, delivered via the tax system and administered by HMRC, that results in either a reduction in a company’s tax bill or a cash payment from HMRC. Read or download the presentation to find out how R&D tax credits may benefit your biotechnology or technology company.…

Share schemes for employees are good practice

Share schemes tax summary

By CT Team | July 13, 2017

THESE SHARE SCHEMES TABLES summarise the respective tax treatments of the three most common ways of providing equity reward to UK tax resident employees.