Partner, Pensions & Incentives
"Noted for advising both trustees and employers on a variety of pension issues, including scheme maintenance, mergers and wind-ups. He is also experienced in overseeing the pension implications of corporate transactions." Chambers UK, 2017
David advises on pensions law. He advises trustees and employers in relation to the establishment and operation of their pension arrangements. This ranges from the merger of pension plans, to the winding up of pension plans, to ombudsman claims, to advice on benefit structures. He also deals with the pensions aspects of corporate mergers, acquisitions and reconstructions. He is a member of the Association of Pension Lawyers.
David also advises on employee share plans and employee incentive arrangements. This ranges from long term incentive plans for major quoted companies to tax advantaged enterprise management incentive plans for start up companies. His work encompasses advice on anti-avoidance legislation relating to restricted and convertible shares as well as advising on all the HMRC approved plans. He has particular experience of dealing with the incentive aspects of mergers and acquisitions and private equity transactions. He has recently been involved in advising a client in connection with a professional negligence claim against other advisers in relation to a share option plan.