Katie Gordon

Paralegal
Katie delivers innovative solutions that enhance the efficiency of implementing share incentives for our clients.
Katie delivers innovative solutions that enhance the efficiency of implementing share incentives for our clients.

About

Katie is an effective and detail-oriented share incentive paralegal.

Since joining Stevens & Bolton in 2017, she brings over 7 years of experience managing and administering share incentive schemes, ensuring compliance with regulatory requirements, and providing comprehensive support to clients. Her meticulous attention to detail and strong organisational skills makes her well suited for managing the option grant process and undertaking due diligence on a corporate transaction.

Katie primarily deals with Enterprise Management Incentives, Unapproved and Phantom Share Option incentives. She is adept at drafting and reviewing legal documents, conducting legal research, and applying technology to enhance efficiency and deliver innovative solutions for our clients. This commitment to excellence is evident in her ability to navigate complex legal frameworks and providing comprehensive legal support for our clients.

Expertise
Share schemes

Experience

  • Recent work
    • Assisted in the development of a share incentive platform to electronically store share equity data for a computing research and development company.
    • Assisted with a M&A transaction with the exercise of share options prior to completion for a technology consultancy company.
    • Supported a management consultancy company in navigating the various tax implications of different share incentives they could implement across a group structure.
  • Qualifications and recognition

    Katie obtained her CILEX Level 3 CPQ qualification in 2023 making her a certified CILEX paralegal.

  • Assisted in the development of a share incentive platform to electronically store share equity data for a computing research and development company.
  • Assisted with a M&A transaction with the exercise of share options prior to completion for a technology consultancy company.
  • Supported a management consultancy company in navigating the various tax implications of different share incentives they could implement across a group structure.

Katie obtained her CILEX Level 3 CPQ qualification in 2023 making her a certified CILEX paralegal.

Let's make it happen signifies our commitment to delivering exceptional legal services, proactively addressing our clients' needs to achieving the best possible outcomes for them.

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