Employment-Related Securities (ERS) Reporting

Employment-Related Securities (ERS) Reporting

Companies that provide shares or share options to employees must comply with HMRC’s Employment-Related Securities (ERS) reporting requirements. Failure to meet these obligations can result in penalties.

How can LIMES help

The window for share plan reporting opens on 6 April. Starting early ensures you have ample time within the three-month deadline to prepare and submit your Employment Related Securities (ERS) returns to HMRC accurately.

Our Share Plan Reporting Services include:

• Assessing whether a share plan return must be filed.
• Identifying all share scheme reporting obligations.
• Assisting with plan registration via HMRC’s online portal.
• Acting as your ERS agent to prepare and submit returns on your behalf.
• Reviewing and correcting historical filings to prevent future penalties.

We strongly recommend starting the annual return process as early as possible. This allows time to:

✔ Identify all reportable events, such as share option grants/exercises and restricted stock unit vesting.

✔ Resolve any discrepancies or issues before the filing deadline.

Don’t wait until the last minute—contact us today to ensure your reporting is accurate, compliant, and stress-free.