Politician(s) lobbied: Simon Harris (Tánaiste and Minister), Department of Finance
Intent: Key Employee Engagement Programme (KEEP) - enhancements needed to make the scheme viable for SMEs. Changes to the APSS and SAYE schemes ought to be introduced. A framework within the tax legislation for EOTs is recommended. Changes to share buy back regimes for private companies are recommended. Changes to tax legislation are recommended to remove the possibility of tax on the grant of certain options.
Methods: Letter
Details by Method
Letter
Letter to Simon Harris Taniasite and Miniter for Finance. Certain Department for Finance officials (Danielle Carey, Alan Hall, Adrian Dolan and Sorsha Foran) were copied on the letter dated 27 May 2026.
Politician(s) lobbied: Simon Harris (Minister), Department of Finance
Intent: Recommending tax-related proposals to promote employee ownership trusts (EOTs) and the introduction of legislative changes and Revenue guidance for EOTs following an online meeting with IPSA, Graeme Nuttall OBE, Alan Coleman of Wolfgang Digital and Sorsha Foran, Alan Hall and Danielle Carey from the DOF on 28 May 2026.
Methods: Letter
Details by Method
Letter
IPSA wrote to Simon Harris, Minister for Finance on 4 July 2026 and other officials from the Department of Finance (Sorsha Foran, Danielle Carey and Alan Hall).
Politician(s) lobbied: George Lawlor (TD), Dáil Éireann, the Oireachtas; Simon Harris (Minister), Department of Finance
Intent: Recommending the promotion of employee ownership in Ireland through the introduction of a framework for EOTS in Ireland and any related changes to the taxation legislation for EOTs in Ireland and seeking support for the introduction of such framework.
Methods: Meeting
Details by Method
Meeting
Members of an IPSA working group on EOTs held a meeting with Simon Harris Minister for Finance and Tanaiste, George Lawlor Labour TD and Sorsha Foran, Alan Hall and Danielle Carey of the Department of Finance on 30 April 2026.
Politician(s) lobbied: Simon Harris (Minister), Department of Finance; Peter Burke (Minister), Department of Enterprise, Trade and Employment
Intent: Recommending tax-related proposals to promote employee ownership trusts (EOTs) and the introduction of legislative changes and Revenue guidance for EOTs following a meeting with Peter Burke, Minister for Enterprise, Tourism and Employment in October 2025 and the recommendations in the independent report by Indecon for the Department of Finance in October 2024.
Methods: Letter
Details by Method
Letter
IPSA wrote to Simon Harris, Minister for Finance on 28 February 2026. Peter Burke, Minister for Enterprise, Tourism and Employment and other officials from the Department of Finance (Linda Walsh, Danielle Carey and Alan Hall) were copied on this correspondence.
Politician(s) lobbied: George Lawlor (TD), Dáil Éireann, the Oireachtas
Intent: Recommending the introduction of a framework for EOTS in Ireland and any related changes to the taxation legislation for EOTs in Ireland similar to the EOT UK tax regime and seeking support for the introduction of such framework.
Methods: Meeting
Details by Method
Meeting
IPSA on behalf of its members presented in Leinster House to TDs/Ministers /members of the Oireachtas organised by George Lawlor Labour TD. IPSA sought support for reforms to the taxation of EOTs and the introduction of legislation for EOTS. Graeme Nuttall OBE and Alan Coleman also attended. A list of attendees is not available as the presentation was in the AV Room by open invitation to members of the Oireachtas with no registration list.
Politician(s) lobbied: Peter Burke (Minister), Department of Enterprise, Trade and Employment; George Lawlor (TD), Dáil Éireann, the Oireachtas
Intent: Recommending the introduction of a framework for EOTS in Ireland and any related changes to the taxation legislation for EOTs in Ireland and seeking support for the introduction of such framework.
Methods: Meeting
Details by Method
Meeting
IPSA held a meeting with Peter Burke Minister and George Lawlor Labour TD on 15 October 2025.
Politician(s) lobbied: Conor Murphy (Senator), Seanad
Intent: Recommending the introduction of a framework for EOTS in Ireland and any related changes to the taxation legislation for EOTs in Ireland similar to the EOT UK tax regime and seeking support for the introduction of such framework.
Methods: Meeting
Details by Method
Meeting
IPSA held a meeting with Graeme Nuttall and Senator Conor Murphy on 11 June 2025.
Politician(s) lobbied: George Lawlor (TD), Dáil Éireann, the Oireachtas
Intent: Recommending the introduction of a framework for EOTS in Ireland and any related changes to the taxation legislation for EOTs in Ireland similar to the EOT UK tax regime and seeking support for the introduction of such framework.
Methods: Meeting
Details by Method
Meeting
IPSA held a meeting with Graeme Nuttall, Alan Coleman and George Lawlor T.D. on 15 May 2025.
Politician(s) lobbied: Tom James (Assistant Secretary), The Office of the Revenue Commissioners
Intent: Recommending the introduction of a standardised approach/process for submissions to the share schemes section of Revenue and for raising share scheme queries with the share schemes section of Revenue
Methods: Letter
Details by Method
Letter
IPSA wrote to Tom James of Revenue on 14 February 2025.
Politician(s) lobbied: Paschal Donohoe (Minister), Department of Finance
Intent: Recommending (i) the introduction of changes to the KEEP share scheme regime so that more companies could adopt such schemes (ii) the introduction of legislation for EOTS, (iii) that employer PRSI on share based remuneration ought not be introduced, (iv) potential changes to the specified interest rate for employer loan BIK on shares to employees, (v) seven year exercise period for unapproved share option schemes and (vi) widening the scope of who can be an SAYE savings carrier.
Methods: Meeting
Details by Method
Meeting
IPSA held a meeting with Sean Stokes, Catherine Murray and Linda Walsh of the Department of Finance on 15 April 2025.
