UK and Channel Islands | Global Equity Organization

THANK YOU TO OUR CHAPTER SUPPORTERS

LIVE WEBCAST

20 May 2026, 11am - 1pm EDT

SHARE PLAN EXCEL ESSENTIALS

Virtual

Operational effectiveness

All plan types

Global

EXCEL ESSENTIALS FOR SHARE PLANS

Join us for a comprehensive hands-on session that takes you through the Excel essentials tailored for managing and optimizing share plan data. This stand-alone course provides attendees with a practical, interactive experience designed to enhance your proficiency in working with common functions and real-world scenarios.

In this course, you will:

Learn essential Excel tools tailored for share plan management
Solve common share plan challenges through interactive exercises
Use Excel to analyze, interpret, and make informed decisions

COST
Please refer to our Event Attendee Terms and Conditions for information.

$129.00

ATTN: Bootcamp registrants! If you have enrolled (or are planning to enroll) for the May 2026 Virtual Bootcamp program, this course is included in your registration. You do not have to sign up for this course.

ANY QUESTIONS?
Please contact GEO's Program Services.

REGISTER

ARTICLE

23 March 2026

UK SHARE PLAN REPORTING 2026: DEADLINES, HMRC REQUIREMENTS AND KEY STEPS

Abbiss Cadres

Finance, tax and accounting

All plan types

UK and Channel Islands

Companies with UK employees participating in share plans must complete their annual Employment Related Securities (ERS) reporting with HM Revenue & Customs by 6 July 2026 to avoid penalties and maintain compliance. Employers must register new plans, file annual or nil returns for all registered schemes, and self-certify tax-advantaged plans such as SIP, SAYE, and CSOP while ensuring accurate reporting of all relevant share-related events. Missing deadlines or making common filing errors can lead to escalating fines and the loss of valuable tax advantages for both employers and employees.

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ARTICLE

19 March 2026

TIME TO GET READY: EMPLOYEE SHARE PLAN REPORTING 2025/26

KPMG

Finance, tax and accounting

All plan types

UK and Channel Islands

Employers must report all 2025/26 employment-related securities activity to HM Revenue & Customs by 6 July 2026, including registering new share plans, filing annual or nil returns, and ensuring complete and accurate disclosures to avoid automatic penalties. Reporting is especially complex for areas such as internationally mobile employees, net-settled awards, and corporate transactions, which require careful coordination across payroll, tax, legal, and HR teams. Employers should review all share plan activity now to confirm compliance, align reporting with payroll and corporation tax records, and address any issues before the filing deadline.

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IN-PERSON CHAPTER EVENT

9 July 2026, 5:30 - 7:30pm BST

UK AND CHANNEL ISLANDS CHAPTER MEETING - SUMMER SOCIAL

London, England

UK and Channel Islands

Let’s celebrate summer, sunshine (manifesting!), and the brilliant GEO community.

Join us for a relaxed afternoon of drinks, laughter, and easy‑going conversation - no slide decks, no technical topics, just good vibes and great company.

Come reconnect, unwind, and enjoy a well‑deserved summer moment with fellow equity pros on the Optio rooftop!

LOCATION:
Optio
Blue Fin Building
110 Southwark St
London, SE1 0SU

REGISTRATION AND COST

Members and non-members are welcome to attend. Non-member providers will incur a fee - join GEO. Registration is required.
View the event attendee terms and conditions.

IN-PERSON CHAPTER EVENT

18 June 2026, 3 - 5:30pm BST

UK AND CHANNEL ISLANDS CHAPTER MEETING- MANCHESTER

Manchester, England

UK and Channel Islands

FROM AUSTIN TO MANCHESTER: YOUR GEO CONFERENCE HIGHLIGHTS TOUR

Couldn’t make it to Austin? We’ve got you covered. Starting in London, the GEO UK & Channel Islands Chapter is hitting the road with a recap of popular sessions, success stories, and industry shifts from the GEO 2026 Annual Conference.

This interactive event will spotlight fresh thinking from global equity leaders, including real world examples, new regulatory perspectives, and innovations gaining momentum across markets. Join us to stay informed, inspired, and connected with the global GEO community - no passport, cowboy boots, or long‑haul flight required.

LOCATION:
PwC Manchester
No. 1 Spinningfields
1 Hardman Street,
Manchester, M3 3EB

REGISTRATION AND COST

Members and non-members are welcome to attend. Non-member providers will incur a fee - join GEO. Registration is required.
View the event attendee terms and conditions.

IN-PERSON CHAPTER EVENT

4 June 2026, 3 - 6pm BST

UK AND CHANNEL ISLANDS CHAPTER MEETING - EDINBURGH

Edinburgh, Scotland

UK and Channel Islands

FROM AUSTIN TO EDINBURGH: YOUR GEO CONFERENCE HIGHLIGHTS TOUR

Couldn’t make it to Austin? We’ve got you covered. Starting in London, the GEO UK & Channel Islands Chapter is hitting the road with a recap of popular sessions, success stories, and industry shifts from the GEO 2026 Annual Conference.

This interactive event will spotlight fresh thinking from global equity leaders, including real world examples, new regulatory perspectives, and innovations gaining momentum across markets. Join us to stay informed, inspired, and connected with the global GEO community - no passport, cowboy boots, or long‑haul flight required.

LOCATION:
Computershare
4 N St Andrew St
Edinburgh, EH2 1HJ

REGISTRATION AND COST

Members and non-members are welcome to attend. Non-member providers will incur a fee - join GEO. Registration is required.
View the event attendee terms and conditions.

IN-PERSON CHAPTER EVENT

28 May 2026, 3 - 5:30pm BST

UK AND CHANNEL ISLANDS CHAPTER MEETING- LONDON

London

UK and Channel Islands

FROM AUSTIN TO LONDON: YOUR GEO CONFERENCE HIGHLIGHTS TOUR

Couldn’t make it to Austin? We’ve got you covered. Starting in London, the GEO UK & Channel Islands Chapter is hitting the road with a recap of popular sessions, success stories, and industry shifts from the GEO 2026 Annual Conference.

This interactive event will spotlight fresh thinking from global equity leaders, including real world examples, new regulatory perspectives, and innovations gaining momentum across markets. Join us to stay informed, inspired, and connected with the global GEO community - no passport, cowboy boots, or long‑haul flight required.

LOCATION:
CMS Cameron McKenna Nabarro Olswang LLP
78 Cannon St.
London EC4N 6AF

REGISTRATION AND COST

Members and non-members are welcome to attend. Non-member providers will incur a fee - join GEO. Registration is required.
View the event attendee terms and conditions.

ARTICLE

4 March 2026

AVOIDING COSTLY EXECUTIVE COMPENSATION MISTAKES: A STRATEGIC GUIDE

Pave

Executive pay

Executive plans

Global

How can boards identify executive compensation mistakes? Learn the most common errors in C-suite pay that cost companies millions and how automated platforms prevent them.

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ARTICLE

3 March 2026

EMPLOYEE SHARE SCHEMES: A GUIDE FOR UK BUSINESSES

Saffery

General

All plan types

UK and Channel Islands

Employee share schemes allow companies to give employees ownership in the business as a tax-efficient way to attract, retain, and motivate talent, with different structures such as approved schemes (like EMI and CSOP), unapproved options, and all-employee plans like SIP and SAYE. Each scheme has different rules, tax treatments, limits, and levels of flexibility, with EMI generally seen as the most favorable for smaller companies and CSOP or other alternatives better suited for larger or more complex organizations. More advanced structures like growth shares, direct share ownership, and employee ownership trusts further expand how companies can design equity rewards, though they often involve more complexity and careful tax and valuation planning.

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CHAPTER DISCUSSION BOARD

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AVAILABLE TO GEO MEMBERS ONLY

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