Shares, Growth Shares and Options
- Granting options over a shareholder’s shares
- How are share schemes accounted for?
- What are Conditional Shares?
- Alternatives to executing scheme documents on Vestd
- Can I use my own bespoke option agreements on Vestd?
- Gifting shares
- What are Save As You Earn Option Plans (SAYE)?
Unapproved options
- What is a 409A valuation and when is it needed?
- Granting options to recipients who are outside the UK
- Unapproved Options and Employees
- What are unapproved options?
- When is a valuation needed for unapproved options?
Growth Shares
- Hurdle rates and valuations
- How to add Vestd’s growth share clauses to your Articles of Association
- What's the legal mechanic behind Vestd’s conditional growth shares?
- Earn outs and waterfalls with Growth Shares
- What happens to growth shares during an exit event?
- How do growth shares work?
- Deferring growth shares on Vestd
- Growth shares, employees, directors and ITEPA S431
- How the hurdle affects growth share tax
Company Share Option Plan (CSOP)
- What are the 6 exemption clauses for CSOP?
- CSOP tax
- What is a Company Share Option Plan (CSOP)?
- CSOP valuations
- 5 things to know when accepting a CSOP on Vestd
- What tax do I have to pay as a CSOP option holder?
HMRC notifications
- How do I register a new Growth Share or Unapproved Option Scheme with HMRC for Employees?
- How do I submit a nil return to HMRC for unapproved options and growth shares?
- How to file HMRC notifications for unapproved options
- How to file the HMRC notification for conditional growth shares
- How do I close my growth share scheme with HMRC?
- HMRC Notifications for unapproved options
- CSOP HMRC Notifications