SHARE SCHEME SUPPORT

Share valuations and ERS compliance.

We prepare EMI and other employee share valuations, support HMRC submissions and handle annual ERS returns. Valuation and compliance work can be scoped separately.

Discuss share-scheme support

You are granting options, changing the cap table or approaching an ERS deadline.

After a funding round

Reconcile the option valuation with a recent investment price and different share rights.

Granting employee options

Prepare an EMI or other share-scheme valuation before the grants are made.

Annual ERS filing

Submit the annual return or nil return to HMRC by the relevant deadline.

SCOPE

Valuations, registration support and annual returns.

Company and cap-table review

EMI and other share-scheme valuations

Share-rights and funding analysis

HMRC valuation submission support

ERS registration support and event records

Annual ERS returns and nil returns

What founders ask.

Is the last funding-round price the option value?

Not necessarily. Different share rights, preferences, marketability and the facts at the valuation date can produce a different value.

How long is an agreed EMI valuation valid?

HMRC normally treats an agreed EMI valuation as valid for 90 days, unless a material event changes the company’s position sooner.

Do we still file an ERS return if nothing happened?

Usually yes. A registered scheme generally needs an annual return or nil return by 6 July after the tax year. We guide you through company registration and can file returns once authorised.

Discuss share-scheme support