Share plan management

Employee equity, made to scale with you

Streamline workflows, simplify compliance and empower teams with a share plan solution for growing businesses.

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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
Share Plans UI | Benefit | Product Page | "Compliance handled" | UK
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
Share Plans UI | Benefit | Product Page | "Manage share plans at scale" | UK
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
Share Plans UI | Benefit | Product Page | "Empower employees" | UK

Hire and retain talent with benchmarks, custom bands and employee scorecards.

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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

Share-based payments

Learn the ins and outs of accounting for share-based payments, from processes and requirements.

Filing an ERS with HMRC

Get step-by-step guidance to filing an ERS return to report annual share-related events.

Board adoption pack

Download customisable share plan document templates, designed by legal experts.

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.
How do I know if my company qualifies for EMI?

An EMI-qualifying company must meet several criteria at the time of an EMI option grant including having fewer than 250 full-time employees, no more than £30 million in gross assets and 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 .

Is this product suitable for non-UK companies?

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.

Do I need to be a Carta customer to get share plans?

Yes, you need to be onboarded onto Carta to access share plans. Learn more about pricing here .

What other services does Carta offer to help manage equity?

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.

How does Carta handle cap table data?

Carta has a robust defence-in-depth strategy to safeguard customers’ data. Learn more here .