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Employee Share Schemes & Company Benefits

Navigate employee share schemes with clear advice tailored to your business and employees. We help you understand the financial and tax considerations involved.

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Build a Share Scheme That Supports Your Business Goals

An employee share scheme can help a company reward key people, encourage long term commitment and give employees an interest in future business growth. However, the scheme must be planned carefully because company eligibility, share values, employee tax and HMRC reporting can all affect the final arrangement. AZI Accountant helps businesses understand the accounting and tax matters connected with employee shares and share options. We begin by discussing why the scheme is being introduced, which employees may participate and what the company hopes to achieve. We can then help review the available information, coordinate relevant valuations and explain the records required for tax and annual reporting. Where legal documents or regulated advice are needed, we can work alongside your solicitor or other appointed professional.
  • Define the Purpose of the Scheme. We discuss whether the main aim is employee retention, recruitment, succession planning or recognising business performance.
  • Review Suitable Scheme Options. Available tax-advantaged and other share arrangements are considered using the company and employee circumstances.
  • Consider the Share Value. We help organise the financial information required when the value of company shares needs to be reviewed.
  • Understand the Tax Position. Possible Income Tax, National Insurance, Corporation Tax and Capital Gains Tax matters are considered at the relevant stages.
  • Prepare for HMRC Reporting. Scheme events and supporting records are organised to assist with registration, notifications and annual returns.

Support Throughout the Life of Your Share Scheme

A share scheme needs attention after the initial setup. New options may be granted, employees may leave, existing options may be exercised and company circumstances can change. Ongoing support helps keep the scheme records connected with payroll, accounts and HMRC reporting.
  • Option Grant Records
  • Employee and Payroll Events
  • Annual Scheme Returns

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Company Report 2026
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FAQ’s

A company may use a share scheme to attract employees, retain important team members, reward contribution or support future succession and growth plans.

UK companies may consider arrangements such as Enterprise Management Incentives, Company Share Option Plans, Share Incentive Plans and Save As You Earn. Other share arrangements may also be available. Eligibility and tax treatment vary.

A valuation may be required when options are granted or shares are transferred. The need and suitable approach depend on the scheme and the transaction involved.

Employment Related Securities schemes and reportable share events normally require annual reporting. A nil return may still be needed for a registered scheme with no reportable events.

Yes. Income Tax, National Insurance or Capital Gains Tax may arise depending on the type of scheme and what happens to the shares or options. Each event should be reviewed separately.

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Share Incentives with a Clear Purpose

Practical Support from Planning to Reporting

The Right Starting Structure

The company’s aims, eligibility and employee group are considered before a particular arrangement is taken forward.

Tax and Valuation Matters Reviewed

Relevant tax treatment and share value information are considered at important stages of the scheme.

Ongoing Records Kept Ready

Grant, exercise and employee details are organised to support payroll work and annual HMRC reporting.

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Whether you are starting a business, managing property, planning ahead or dealing with a tax deadline, a straightforward conversation can help you find the right next step.
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