UK and Channel Islands | Global Equity Organization

THANK YOU TO OUR CHAPTER SUPPORTERS

IN-PERSON REGIONAL EVENT

12 November 2025, 9am - 6pm GMT

PAN EUROPEAN REGIONAL EVENT

London UK

Global

This year, we’re excited to host our event at a brand-new, centrally located venue, bringing together more than 200 attendees from Europe, the US, and across the globe.

With influential equity compensation decision-makers under one roof and three essential content streams, PERE 2025 offers a unique opportunity to strengthen your connections and enhance your global share plan knowledge.

MORE INFORMATION

LIVE WEBCAST

9 September 2025, 7 - 8pm CEST

NO SURPRISES: BUILDING A CAP TABLE INVESTORS CAN TRUST

Chris Hoffmann, Equity Admin
Jason Mann, The Players Company

All plan types

Global

Your cap table is more than rows and columns — it’s the single source of truth that drives investor trust, internal alignment, and your company’s long-term success.

In this essential session, equity experts break down why maintaining a clean, compliant, and up-to-date cap table is critical at every stage of growth. From due diligence and fundraising to expansion into new markets, you will uncover the most common mistakes that can stall momentum — and learn how to avoid them.

Hear real-world cautionary tales of cap table missteps that derailed deals, diluted founders, or caused unnecessary complexity. Then walk away with practical tools and proven best practices to get — and keep — your cap table in top shape.

KEY LEARNING POINTS:

Why transparency, ownership clarity, and consistency inspire investor confidence and streamline fundraising.
How to identify and fix common red flags — from founder over-dilution to “dead equity” and undocumented equity promises.
Actionable insights to clean up and future-proof your cap table before it costs you time, capital, or opportunity.

CPE CREDIT HOURS: 1.0*

Field of study: Specialized Knowledge
Levels: O
Delivery method: Group Internet-Based
Advanced preparation: None

CEP Continuing Education (CE) credit:1.0 credits *CPE credits are provided for live webcasts only.

Please visit our Continuing Education and Event Policies pages for more information.

REGISTER

LIVE WEBCAST

20 August 2025, 7 - 8pm CEST

DEMYSTIFYING AI: OPPORTUNITIES, LIMITATIONS, AND THE PATH FORWARD

Matt McKittrick, Moss Adams
Loren Den Herder, Moss Adams

Operational effectiveness

Trending now

All plan types

Global

Artificial intelligence is reshaping the way we work—but what does that really mean for today’s business landscape? This session provides a clear, accessible overview of AI, including the current state of the technology, real-world examples of generative AI and machine learning in action, and the challenges organizations face in adopting it. We'll also explore internal roadblocks, such as resistance to change and data concerns, and take a realistic look at AI’s current limitations. Whether you’re new to the conversation or navigating AI integration within your organization, this session will leave you better equipped to evaluate its potential and prepare for what’s next.

KEY LEARNING POINTS:

Gain a foundational understanding of the current AI landscape and how it’s evolving.
Explore practical examples of generative AI and machine learning use cases in business.
Identify common internal challenges and limitations when implementing AI-driven solutions.

CPE CREDIT HOURS: 1.0*
Field of study: Specialized Knowledge
Levels: O
Delivery method: Group Internet-Based
Advanced preparation: None

CEP Continuing Education (CE) credit: 1.0 credits
*CPE credits are provided for live webcasts only.

ATTENDEE COST:
Members: $0
Non-Members - $85

Please visit our Continuing Education and Event Policies pages for more information.

REGISTER

ARTICLE

1 July 2025

NEWSPAD

ESOP Centre

General

All plan types

UK and Channel Islands

HMRC’s latest statistics for tax years ending 2022 to 2024 show that employees received £790 million in Income Tax relief and £500 million in National Insurance relief from tax-advantaged Employee Share Schemes in 2024—a combined 18% increase from the previous year. Save As You Earn (SAYE) became the largest contributor to tax relief and had the highest total value of options granted and gains, driven by increased participation post-Covid and asset price growth. The number of companies operating ESS rose to 20,370, while the Company Share Option Plan (CSOP) saw significant growth following the doubling of its option limit.

READ ARTICLE

ARTICLE

19 June 2025

JUNE SHARE UPDATES

Share Reporter

Trending now

All plan types

Global

Recent global employment and tax updates include increased superannuation in Australia, new tax-free bonuses in Austria, and expanded employee share plan benefits in Italy and Japan, with similar startup-focused initiatives proposed in Luxembourg and New Zealand. Countries like Bosnia & Herzegovina and Slovenia are adjusting social security rates, while Japan simplifies securities laws to broaden employee equity access. Additionally, key compliance deadlines for employee share scheme reporting are approaching in the UK, Saudi Arabia, Australia, Vietnam, China, and other jurisdictions.

READ ARTICLE

ARTICLE

12 June 2025

PISCES: UNLOCKING LIQUIDITY FOR PRIVATE COMPANY EMPLOYEE SHARE SCHEMES

Lewis Silkin

Private and pre-IPO companies

All plan types

UK and Channel Islands

The UK government's new PISCES trading platform introduces regulated, periodic opportunities for shareholders in private companies to sell shares, addressing long-standing liquidity challenges for employees and early investors. Legislative changes ensure that participation in PISCES will not jeopardize the tax-advantaged status of EMI and CSOP options, removing a key barrier to broader employee share ownership. While the platform holds promise, its success will depend on forthcoming FCA rules and how companies balance legal, tax, and practical implications before opting in.

READ ARTICLE

ARTICLE

10 June 2025

UK EMPLOYEE SHARE PLANS: 6TH OF JULY HMRC REPORTING DEADLINE

Goodwin

Finance, tax and accounting

All plan types

UK and Channel Islands

UK businesses that grant shares or other securities to employees, directors, or officer holders must submit an Employment Related Securities (ERS) annual return to HMRC by July 6, covering all equity-related activity from April 6, 2024, to April 5, 2025—even if no activity occurred. One-off awards still count as a “scheme” and must be registered online, with companies required to self-certify tax-favoured plans and retain screenshots of the entire reporting process for their records. Penalties apply for late filings or inaccurate information, and awards to Employer of Record employees must typically be reported by the Employer of Record.

READ ARTICLE

IN-PERSON CHAPTER EVENT

24 July 2025, 3:30 - 7pm BST

UK AND CHANNEL ISLANDS CHAPTER MEETING - ANNUAL SUMMER SOCIAL

London, England

Trending now

All plan types

UK and Channel Islands

Join the UK and Channel Islands chapter on 24th July 2025, where we will explore the new PISCES implementation. Our panel of experts will break down key developments, followed by an evening of networking and drinks at our annual Summer Social, starting at 5:00 p.m.

The Private Intermittent Securities and Capital Exchange System (PISCES) is a new initiative in the UK designed to create a regulated secondary market for trading shares in private companies. It's essentially a new type of "private stock market" that aims to bridge the gap between private and public markets. PISCES represents a significant shift in the landscape for private company equity. For share plan administrators, understanding this new system is crucial for ensuring compliance, optimizing employee share plan design for liquidity, managing tax implications, and effectively communicating these changes to employee shareholders.

KEY TAKEAWAYS

How PISCES creates new liquidity opportunities for private company shares, but with significant implications for employer tax and National Insurance Contributions (NICs) on employee share gains.
The recent legislative changes allowing existing EMI and CSOP schemes to be amended to facilitate PISCES-driven exercises while preserving their tax advantages.
How share prices established on PISCES will impact the valuation of shares for tax purposes, potentially affecting typical discounts for private company holdings.

We look foward to see you there.

Members and non-members are welcome to attend. Registration is required.

LOCATION
Deloitte
1 New Street Square
London, EC4A 3HQ
United Kingdom

REGISTER

IN-PERSON CHAPTER EVENT

5 June 2025, 3 - 5pm BST

UK AND CHANNEL ISLANDS CHAPTER MEETING - EDINBURGH

Edinburgh, Scotland

Trending now

All plan types

UK and Channel Islands

Join the UK Chapter In Edinburgh

Join the GEO UK Chapter in Edinburgh, Scotland, for a compelling afternoon discussing some of the latest hot topics in equity compensation. We will be sharing highlights from GEO's Annual Conference in Prague, a Sharesave case study where we will hear from a selection of organisations about the effectiveness of the communication and financial education methods used to highlight key messages for their recent Sharesave maturities, Marcus Wright (NatWest) will be discussing and analysing the latest economic updates. We will also be taking some time to focus on our Next Gen, and this will be followed by networking. We look forward to seeing you in Edinburgh soon!

Please bring valid ID to access the event.

LOCATION
NatWest Group
Gogarburn
175 Glasgow Road
Edinburgh
EH12 1HQ

GEO members and non-members are welcome to join. Registration is required.

REGISTER

CHAPTER DISCUSSION BOARD

GEO members in your area can come together to engage in meaningful discussions, share ideas, ask questions, and connect with fellow members who share similar interests via GEOconnect. Whether you're a long-time member or a newcomer, we encourage you to participate and contribute to the vibrant discussions happening here.

VIEW CHAPTER Discussion BOARD

AVAILABLE TO GEO MEMBERS ONLY

PAST EVENTS AND RESOURCES

Access details of past local events and their materials. Whether you missed an event or want to revisit the content, our community discussion board provides a platform to access event information, including presentations, videos, and discussions.

COMING SOON!

AVAILABLE TO GEO MEMBERS ONLY

REGIONAL NEWS AND INSIGHTS

Explore the GEO Insights area, where you can filter by region to access the latest events, articles, survey findings, and reports. Stay updated with the latest information and insights specific to your region, and gain valuable knowledge from our curated content.

View regional news & resources

AVAILABLE TO GEO MEMBERS ONLY

EUROPEANCHAPTER

CHAPTER TEAM:

GEO BOARD CHAPTER LIAISON:

WELCOME TO THE UK AND CHANNEL ISLANDS CHAPTER

THANK YOU TO OUR CHAPTER SUPPORTERS

REGIONAL RESOURCES

CHAPTER DISCUSSION BOARD

PAST EVENTS AND RESOURCES

REGIONAL NEWS AND INSIGHTS

Contact us to support our chapter