Share plan management
Employee equity, made to scale with you
Compliance, handled
Manage HMRC reports, prepare filings and monitor usage - with automated checks and balances throughout the platform to bring you peace of mind.
- Seamlessly set up your EMI share plan
In-app tracking & notifications, legal templates
- Stay on top of HMRC filings
EMI notification, ERS annual return
- Monitor compliance in a single dashboard
Company & individual limits, deadline tracking
Manage share plans at scale
Streamline issuances with automated workflows. Grant equity at scale, with real-time visibility and updates to keep you on top of deadlines.
- Connect employee data with HR integrations
50+ HRIS, automatic joiner and leaver detection
- Reduce grinding friction with bulk actions
Issue options & correct grants in bulk
- Grant securities across European countries
Warrants, phantom shares, RSUs
Empower employees as owners
Engage employees and make ownership simple with tailored dashboards, vesting milestone celebrations and online grant exercising.
- Support employees in understanding equity
Employee dash, ROI calculator, vesting timeline
- Choose what to share with grantholders
Individual permissions, stakeholder updates
- Offboard employees smoothly
Online exercises, post-departure access
Hire and retain talent with benchmarks, custom bands and employee scorecards.
Simplify. Sync. Scale.
Level up your share plan management with tools to design, launch, and grow your equity programme.
Multi-jurisdictional support
Run employee share plans across Europe, with multi-currency and security support.
Compliance centre
Track share plan usage and stay ahead with a single view for EMI and CSOP.
HR integrations
Sync your cap table and HRIS for efficient employee and equity management.
Share plan setup
Design your EMI scheme with flexible templates and step-by-step guidance.
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Related resources
- Article
Share-based payments
Learn the ins and outs of accounting for share-based payments, from processes and requirements.
- Article
Filing an ERS with HMRC
Get step-by-step guidance to filing an ERS return to report annual share-related events.
- Article
Board adoption pack
Download customisable share plan document templates, designed by legal experts.
- Article
Carta Classroom
Discover curated educational resources to help prepare you for the next stage of your company.
FAQs
You have questions, we have resources and answers.
An EMI-qualifying company must meet several criteria at the time of an EMI option grant, including having fewer than 250 full-time employees (increasing to 500 employees for options granted on or after 6 April 2026), no more than £30 million in gross assets (rising to £120 million for options granted on or after 6 April 2026), and a permanent establishment in the UK.
Once you’ve verified that your company and employees qualify for the scheme, you’re ready to set up an EMI share plan with Carta. Read more about EMI eligibility here.
Carta supports share plan management for non-UK companies in many ways, including HR integrations, online granting, employee dashboards and support for warrants, phantom shares and RSUs.
Yes, you need to be onboarded onto Carta to access share plans. Learn more about pricing here.
You can use Carta to communicate with investors, obtain a company valuation and prepare equity reports and filings. Sign up for a demo to learn more about the full suite of equity management products.
Carta has a robust defence-in-depth strategy to safeguard customers’ data. Learn more here.
Employee equity, made to scale
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