SYDNEY · MELBOURNE · CANBERRA · AUSTRALIA

Lawyers for Employment‑Related Tax & Incentives

Senior tax input on employee share schemes, option plans & executive equity arrangements.

ABOUT WATSON Tax LAWYERS

Who We Are

Watson Tax Lawyers advises on the tax aspects of employee share schemes, option plans and other employment‑related incentive arrangements.

These matters sit at the intersection of tax, employment and commercial outcomes. The focus is on designing and reviewing arrangements so that they are tax‑sensible, commercially workable and do not create avoidable problems for either the organisation or the individuals involved.

What We Do in Employment‑Related Tax & Incentives

01

Employee Share Schemes & Option Plans

Advising on the design and tax consequences of employee share schemes and option plans, including when tax is triggered and how benefits are characterised.

The aim is to ensure that documentation and implementation reflect the intended treatment, and that both the organisation and participants understand the implications.

02

Executive Equity & Long‑Term Incentives

Advising on equity and long‑term incentive arrangements for executives and key personnel, including shares, options and other performance‑linked interests.

Work includes considering vesting, exercise and sale events, and aligning tax outcomes with commercial and governance requirements.

03

Review & Rectification of Existing Arrangements

Reviewing existing incentive arrangements where concerns have arisen about their tax treatment or structure, and advising on options for rectification or adjustment.

The focus is on identifying practical solutions that balance tax, employment and commercial considerations.

04

Coordination with Corporate, Employment & Accounting Advisers

Working alongside corporate, employment and accounting advisers on incentive arrangements, so that tax issues are addressed as part of an integrated approach.

This can be particularly important where equity and incentives are part of a broader transaction, restructure or succession plan.

WHO WE ASSIST

The Clients & Advisers We Act for.

01

Employers & Boards

Employers and boards designing or reviewing employee share schemes, option plans or executive equity arrangements to support retention and performance.

02

Executives & Key Employees

Executives and key employees who have been offered, or already hold, equity or options and want to understand the tax and structural implications for them personally.

03

Private Groups & Family Businesses

Private groups and family businesses introducing equity or quasi‑equity arrangements for family members, managers or successors as part of broader succession and governance planning.

04

Mid‑Market Companies & Growth Businesses

Mid‑market companies and growing businesses using equity and incentives to attract and retain talent, including in the context of potential future transactions or exits.

05

Accountants, Employment Lawyers & Corporate Advisers

Accountants, employment lawyers and corporate advisers whose clients are implementing or revising incentive arrangements and who require specialist tax input.

06

Founders Planning for Exit Or Investment

Founders planning for external investment or exit, where existing or proposed incentive arrangements need to be reviewed and aligned with transaction structures.

Discuss Your Matter in Confidence.

If you are facing a serious tax, commercial, private wealth or whistleblower issue, contact Watson Tax Lawyers for a confidential discussion about your position and the options available. 

BY THE NUMBERS

40+

Years advising on tax, commercial and private wealth matters

28

Years as a partner at Greenwoods & Herbert Smith Freehills

100+

Significant transactions, projects and disputes.

150+

Private groups, family offices and high-net-worth clients advised

Anthony Watson of Watson Tax Lawyers

Solicitor & Chartered Accountant | Experience in employee share schemes & executive incentives

founder of watson tax lawyers

Meet Anthony Watson

Anthony Watson is the principal of Watson Tax Lawyers. He is both a solicitor and a chartered accountant, with more than 35 years’ experience advising on the tax aspects of employee share schemes, option plans, executive equity and related arrangements.

His work includes advising employers, boards, executives and their advisers on the design, implementation and review of incentive structures, particularly where they interact with broader transaction, governance or succession planning.

CLIENT CONFIDENCE

01 / 05

HOW THE PROCESS WORKS

How the Process Works for Employment‑Related Tax & Incentives

01

Confidential Discussion & Outline of Arrangements

We begin with a confidential discussion about the proposed or existing arrangements, the parties involved and the commercial objectives.

02

Review of Structures & Tax Consequences

Anthony reviews the relevant documents and structures, identifies key tax issues and outlines the range of realistic options for design, implementation or adjustment.

03

Structuring, Documentation & Coordination

We design or refine the structure of the arrangements and, where needed, work alongside your existing accountants, corporate and employment advisers so that tax outcomes, documentation and governance are aligned.

04

Ongoing Counsel & Adjustment

As circumstances change — including transactions, role changes or exits — Anthony can assist in reviewing and adjusting arrangements so they continue to function as intended.

Discuss Your Matter in Confidence.

If you are facing a serious tax, commercial, private wealth or whistleblower issue, contact Watson Tax Lawyers for a confidential discussion about your position and the options available. 

WHY CHOOSE US

Why Watson Tax Lawyers for Employment‑Related Tax & Incentives

I

Senior Tax Judgment on Incentives

Incentive matters are handled personally by Anthony, bringing senior tax and commercial judgment to arrangements that can have long‑term consequences for both organisations and individuals.

II

Alignment of Tax, Employment & Governance

Advice reflects tax rules, employment considerations and governance requirements together, helping to avoid structures that work on paper but fail in practice.

III

Experience Across Private & Mid‑Market Contexts

Anthony has experience advising private groups, family businesses and mid‑market companies on incentive arrangements, including in the context of transactions and succession.

IV

Collaborative with Existing Advisory Teams

Watson Tax Lawyers works alongside existing accountants, corporate advisers and employment lawyers, adding specialist tax input while respecting their ongoing roles.

Frequently Asked Questions about Employment‑Related Tax & Incentives

Ideally before the arrangement is implemented or offered, so that tax, commercial and governance issues can be considered together. We are also often engaged to review existing arrangements where concerns have arisen.

We act for employers, boards and private groups, and also for executives and key employees in appropriate cases. We run conflict checks at the outset and are clear about who the client is in any engagement.

We typically work alongside your accountants and employment or corporate lawyers. Our role is to provide specialist tax and structuring input while they handle employment contracts, corporate documentation and compliance.

Yes. A significant part of this work involves incentives that sit within broader transactions, restructures or succession plans. We advise on how those arrangements interact with the wider structure so they remain workable and tax‑sensible.

DISCUSS YOUR MATTER IN CONFIDENCE

Begin a Confidential Conversation.

If you are facing a serious tax, commercial, private wealth or whistleblower issue, contact Watson Tax Lawyers for a confidential discussion about your position and the options available.