Our team

Founder of our firm and a regular speaker on employee ownership in the UK and overseas, Robert is one of the UK’s leading experts in employee ownership and employee share schemes mainly for SMEs.

He has particular expertise in:

• helping smaller listed companies find the right employee share plan to match their needs, then looking after all aspects of legal implementation
• arranging ownership succession through transfers of ownership to employee trusts, including tax-advantaged employee ownership trusts (EOTs)
• putting in place all-employee share ownership plans.

A graduate in law from the University of Bristol, Robert was a partner in a national firm of corporate lawyers before founding Postlethwaite in 2003. He is a Ranked Lawyer in his field in the Chambers and Partners Guide to the Legal Profession.  He is a member of the Share Plans Lawyers group, the tax panel of the UK200 Group (a group of independent, quality assured professional advisers) and sits on the Employee Ownership Association Membership Council.

David is a highly experienced share scheme and employee ownership lawyer. His main areas of expertise are:

• advising all types of company on management incentives, ranging from cash bonus plans to more bespoke tax efficient schemes
• takeovers and refinancing, helping management and vendor shareholders ensure that their tax liabilities are minimised
• where employment is being terminated, helping employers and/or employees minimise their tax liabilities
• designing and implementing Employee Ownership Trusts (EOTs).

David has an LLB in law with German from King’s College, London. He was an employee benefits partner at an international City law firm or many years, before moving to Postlethwaite in February 2010. He is a Ranked Lawyer in his field in the Chambers Guide to the Legal Profession.

Toby joined us in October 2018 and is an experienced senior share schemes and employment tax lawyer.

He has over 15 years experience specialising in employee share schemes, employment tax advice and employee ownership for a wide range of private and listed companies. In particular, he has advised on and implemented a variety of tax-advantaged and non-tax-advantages incentive arrangements for many companies.

He also specialises in designing and implementing Employee Ownership Trusts (EOTs).

He graduated with a Bachelor of Laws from LSE in 1991 and gained experience at a number of firms including DLA Piper, Deloitte and Grant Thornton, before joining the team at Postlethwaite. He is a member of the Share Plan Lawyers Group.

Judith has been with Postlethwaite since 2007 and advises clients on employee ownership and employee share schemes.  Her particular expertise includes:

• employee ownership transactions from design to completion;
• helping companies design and implement new EMI and other share option plans;
• agreeing valuation for EMI purposes with HMRC; and
• advising on the registration of EMI options with HMRC.

A graduate in law from the University of Manchester, Judith qualified as a solicitor in 1990 and worked for a many years in the area of general company and commercial law, particularly for clients in the entertainment industry, before joining Postlethwaite.

Judith is also a member of the Share Plan Lawyers Group.

Jo advises our clients on employee share schemes including EMIs and other share options, corporate work relating to share schemes and share buy backs. She also works with clients on employee ownership matters – offering clients support and advice from the early discussion stages through to post completion.

She graduated in law with LLB (Hons) from Bristol University in 1990 and qualified as a solicitor in a city law firm, in 1992. She then practised as a corporate  lawyer in a City practice and then moved in-house where she advised on multifarious company and commercial legal matters.

Jo has worked as an in-house counsel for a FTSE 100 company, various entrepreneurs and other companies in different sectors before joining Postlethwaite in 2021.

Jo is a member of the Share Plans Lawyers Group.

Away from law, Jo has been part of voluntary and not for profit organisations.

Hannah joined Postlethwaite in 2022. She assists the solicitors with work across employee ownership trusts and share schemes matters.

Hannah graduated in law with LLB (Hons) from University of Sussex in 2019. Since graduating, and prior to joining us she worked as paralegal with a focus in employment law.

Lorna joined Postlethwaite in 2022. She has several year’s experience of office management and general business management across a variety of sectors including working in a dental practice and a large central London Law firm.

Her main areas of responsibility include:

• IT, office administration and premises management;
• Financial management;
• Practice development and client care;
• General PA support to the team.

Alison joined us in 2019 and assists in all areas of administration and the general running of the practice.

Her main areas of responsibility include:

• financial administration
• general PA support for the team
• assisting with client management

Marie joined Postlethwaite in 2021 as Marketing Manager.

She has over fourteen years’ experience in marketing within financial and professional services and is responsible for all aspects of marketing at Postlethwaite.