EMI Option Scheme - step by step guides on how to complete a valuation and grant options!
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VIDEO: HMRC has approved my valuation, now what?

Your valuation is generally valid for 90 days. During this time, you should:

a) set up and adopt your scheme rules

b) register your scheme with HMRC

c) grant the options before the valuation expires

d) notify HMRC within 92 days of the options being granted

 

Here's a step by step video on how to achieve these steps on our platform:

 

For a written step by step guide please see what to do after HMRC approves your valuation.

There's a separate video on how to set up a time based grant or milestone based grant here: VIDEO: How to Give Options to your Employees on SeedLegals


For other information please see:
How to register your EMI Option Scheme with HMRC

How to notify HMRC about the granting of an EMI Option

Joint NIC Election: FAQs and how to get HMRC's approval