Alex Steenson

WORK HISTORY

EDUCATION

ABOUT ALEX STEENSON

Chartered Tax Adviser (CTA & ATT qualified) specialising in Equity Reward, Management Transaction Taxes and Employment-Related Securities (ERS).🧠 I advise founders, shareholders and management teams on the UK tax implications of equity ownership and management participation across the full corporate lifecycle, covering both the design and operation of equity incentive arrangements and management transaction taxes arising on M&A, private equity investment, group restructurings and exits. My focus is on delivering clear, practical UK tax advice that supports growth, investment and long-term value creation, while ensuring outcomes for employee and management shareholders are commercially driven. Areas of expertise include:• 🤝 UK management tax advice on transactions, restructurings and exits, including PE investment, M&A, share-for-share exchanges and corporate reorganisations• Tax-advantaged employee share schemes (EMI, CSOP, SIP & SAYE)• Growth shares / hurdle share structures, including incentive design and exit outcomes• 🧩 Executive and employee incentive arrangements, including unapproved options, RSUs and phantom arrangements• Employee Ownership Trusts (EOTs), including structuring and implementation• Private company share valuations for tax incentive planning purposes• Other ERS and management tax advisory, including restricted securities, s431 elections, RCAs, share-based corporation tax reliefs, ERS annual reporting and internationally mobile employees (IMEs) If you’re a business owner or advisor navigating growth, investment, restructuring or a future exit, feel free to get in touch.