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Lizzie Stone

TLT

EnglandPensions, Incentives

About

Lizzie Stone is a legal director in the Pensions and Incentives team at TLT (South West). She advises on pension liability management including scheme closure, winding-up, buy-outs and buy-ins and governance for employers and trustees, and on employee share and incentive arrangements (including EMI, Employee Shareholder Status and HMRC-approved all‑employee share plans), employee tax, taxation of severance payments, IR35 and agency workers tax legislation; she trained at TLT and qualified in September 2011, becoming an Associate in May 2016.

Practice areas

PensionsIncentivesEmploymentTax

Office

Expertise

Pension liability managementClosure and winding-up of pension schemesBuy-outs and buy-insTrustee and employer governanceEMI share schemesEmployee Shareholder StatusHMRC-approved all-employee share plansEmployee tax and taxation of severanceIR35Agency workers tax legislation

Admissions

  • England & Wales (qualified September 2011)