News & Analysis as of

Enterprise Management Incentive (EMI)

Latham & Watkins LLP

Sanctions Update: EU Tightens Restrictions on Professional Services and Business-Critical Software for Russia

Latham & Watkins LLP on

The EU’s 12th and 13th “packages” of sanctions on Russia cancel a significant exemption, ban the provision of certain software systems, and impose multiple other measures. This Client Alert is published in the context of...more

Wilson Sonsini Goodrich & Rosati

Changes to Notification Requirements for EMI Options Granted On or After April 6

Companies granting enterprise management incentive (EMI) options to their UK tax resident employees are reminded they must notify HM Revenue & Customs (HMRC) of the awards. Failure to do so means that the option is not EMI...more

Cooley LLP

April 2023 Brings Enterprise Management Incentive and Company Share Option Plan Changes

Cooley LLP on

From 6 April 2023, a couple of changes to the UK Enterprise Management Incentive (EMI) scheme and the Company Share Option Plan (CSOP) will take effect automatically. We’ve summarised and provided FAQs for these changes...more

Orrick, Herrington & Sutcliffe LLP

Spring Budget 2023: What Tech Companies Need to Know

On 15 March 2023, the Chancellor of the Exchequer delivered his Spring Budget, announcing a number of changes to tax measures and employee share schemes. Here are the key takeaways of particular relevance to our growth...more

Proskauer - Tax Talks

Upcoming changes to the company share options plan regime

Proskauer - Tax Talks on

Company share option plans (CSOP) and enterprise management incentives (EMI) are two statutory share option regimes that can be used to incentivise employees in a tax-efficient way. Broadly, where the relevant qualifying...more

Orrick, Herrington & Sutcliffe LLP

HMRC Issues Guidance on Discretions in EMI Share Option Plans

HM Revenue and Customs (HMRC) has issued guidance on the inclusion and use of discretions awarded to directors in Enterprise Management Incentive (EMI) share option plans. While this is generally welcome, caution is still...more

Orrick, Herrington & Sutcliffe LLP

Founder Series: Top Tips to Follow to Incentivise Your Team

Orrick's Founder Series offers monthly top tips for UK startups on key considerations at each stage of their lifecycle, from incorporating a company through to possible exit strategies. The Series is written by members of our...more

Proskauer - Tax Talks

UK Budget 2021

Proskauer - Tax Talks on

The UK has now been in lockdown, on and off, for the best part of a year. With the COVID-19 vaccination programme now in full swing in the UK, and hopefully with light at the end of tunnel, attention has inevitably turned to...more

Dechert LLP

UK Life Sciences and Healthcare Newsletter - December 2020: A Brief Update on the EMI Scheme

Dechert LLP on

As the most tax advantageous HMRC approved share option scheme available, the Enterprise Management Incentive (EMI) scheme has long been the preferred form of incentive for eligible early and mid-stage UK-based life science...more

Orrick, Herrington & Sutcliffe LLP

Top 10 EMI Errors To Avoid

EMI options are a form of option which benefit from very generous tax reliefs. The conditions relating to the company, the option holder and the option agreement are quite complex. Technical errors are, unfortunately,...more

White & Case LLP

UK Enterprise Management Incentives – An Update

White & Case LLP on

This update sets out some important recent developments relating to the UK's Enterprise Management Incentive ("EMI") regime, which allows the grant of tax-advantaged options by smaller, high growth companies. In summary, the...more

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