Equity management for accountants

Trusted by UK companies

THE PROBLEM TODAY

Tax treatment is the real risk

Choosing a share scheme is the easy part. Valuation timing, elections and filings each carry their own deadline, and missing one can cost a client their tax relief or trigger an avoidable penalty.

× ERS deadlines missed across a client base, annual returns and EMI notifications both due 6 July, penalties from £100 per return.

× Valuation and election timing (AMV vs UMV, VAL23 submissions, S431 elections due within 14 days) tracked by hand across every client.

WHY ACCOUNTANTS CHOOSE VESTD

Every client, every deadline, under control.

Here's what that looks like in practice:

valuations

HRMC-friendly valuations

AMV and UMV determined properly, with VAL23 submissions to HMRC's Shares and Assets Valuation team to lock in tax-free EMI pricing before grant.

4 clarity

ERS deadlines tracked automatically

Annual returns, EMI notifications and nil returns tracked against their actual deadlines, with pre-filled data and leaver and lapse tracking, so nothing depends on a client remembering to flag it.

governance

Act as an authorised agent

Once a client's scheme is registered, you can be authorised to submit notifications and returns on their behalf directly through the platform, rather than chasing sign-off for every filing.

Companies

Manage your entire client base from one login

Switch between client companies without separate logins or systems, so your whole portfolio, and every scheme's compliance status, is visible at once.

Platform plus people

You won't onboard alone.

Getting started is straightforward, and we're with you at every stage that follows. This isn’t just software; it’s software with specialist support should you need it.

Alex

Step 01

Free consultation

Book a quick, no-obligation consultation with a member of the team. We'll talk through your client base to understand your goals.

Step 02

Get set up

We'll get you authorised as an agent and walk through onboarding your first client, their new or existing share scheme.

Step 03

Stay ahead

Grants, leavers, valuations, filings. Vestd tracks deadlines across your whole client base and sends timely reminders.

Already have a scheme

Migrate to Vestd

Running client schemes in spreadsheets or with another provider? Move to Vestd with no disruption. We'll flag anything that doesn't reconcile against your current records.

Migrate to Vestd →

New to share schemes

Considering a scheme?

Not sure where to start? Talk it through with an equity specialist. We'll help you work out which share scheme works best for your client's needs.

Book a call →

Frequently asked questions

Does Vestd give tax or legal advice?

No. Vestd provides software and platform support to help you and your clients stay organised and compliant; it isn't a substitute for your own professional advice, and we're explicit about that boundary in our own guidance.

Can I manage multiple clients from one account?

Yes. In your Vestd dashboard, you can switch between every client company from a single login, rather than maintaining separate accounts or systems per client.

Can I submit filings on a client's behalf?

Yes. Once a client's scheme is registered with HMRC, you can be authorised to submit notifications and returns through the platform.

How does Vestd's Companies House integration work?

Vestd's two-way integration keeps your cap table, PSC register and shareholder resolutions in sync with Companies House, files confirmation statements with deadline reminders, and submits SH01s for share allotments.

If you'd rather manage shareholder and company secretarial matters through your own existing process, this can be switched off, though Vestd will still file an SH01 for any option exercise completed on the platform, and once switched off, it currently can't be turned back on. Learn more.

Does Vestd partner with accountants?

Yes, through the Vestd Partner Programme, which offers three levels depending on how involved you want to be. Refer is a no-admin option, sending clients to Vestd and earning rewards.

Support suits firms already advising on schemes (valuations, HMRC notifications, document drafting) without running them day to day.

Implement is for firms who want to self-manage clients' share schemes directly on Vestd, with a unified dashboard across your whole client base. Learn more.

FCA authorised & regulated ISO 27001 certified

Ready to get started - or not sure which plan fits?

Tell us a bit about your business, and we'll direct you to the right plan and connect you with an Equity Consultant for more information.

Share with Vestd - The WSB Awards 'Share Scheme Provider of the Year'

ratings-badges-2026

‌