On 21 April 2001 an employee is granted an option over 2000 shares at £1 per share.
The company is a private company not listed on any exchange. The
option can be exercised between 1 January 2003 and 31 December
2007.
On 20 June 2003 the share value reaches £5, the employee
exercises the option and acquires shares worth £10,000. The
shares can not be sold immediately but each year on 30 June the
employer organises a share sale, at which the company repurchases
at market value any shares that the employees wish to sell.
Therefore, when the employee acquires the shares on 20 June 2003 he
knows that it is likely the employer will buy them back at market
value. This constitutes an understanding that trading arrangements
are likely to come into existence.
The amount on which a Class 1 NICs liability arises is the
same amount which is chargeable to tax as employment income, i.e.
£8,000 (£10,000 less £2,000).
