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  • Share Plan Reporting

Share Plan Reporting

28 April 2021

Companies should complete mandatory share plan filing by 6 July 2021. This is needed where any UK employees or directors are holding shares, securities or options.

Read our summary one pager


BDO can help you with Share Plan Reporting

You can rely on us to help with all aspects of your reporting requirements so that you are fully compliant. Our Share Plan Reporting services include:

  • Identifying all share scheme reporting obligations
  • Assistance with registering plans
  • Becoming your ERS agents so that we can complete and submit the share plan returns
  • Assisting with historic reporting to ensure your records are up to date, to put a stop to further penalties.

We recommend employers start the annual return process as early as possible. You will need time to identify all reportable events, such as where share options have been exercised or restricted stock units vested for internationally mobile employees. You should also allow time to identify and resolve any problems that arise.