Guides and calculators

Everything on this site is written to help employees understand share schemes before they make decisions. Start with a guide, then test the numbers in a calculator.

Guides

SIP vs EMI vs CSOP vs SAYESide-by-side comparison of the four UK tax-advantaged share schemes. How a Share Incentive Plan Is TaxedHolding periods, withdrawal rules, ISA transfer and reporting. Equity Calculators ComparedHow the main online share-plan calculators and guides differ.

Calculators

Share Incentive Plan CalculatorProject RSU, option and ESOP value with tax and growth scenarios. UK SIP Tax CalculatorPartnership, free and matching shares with income tax and NI savings. EMI Share Options Tax CalculatorEstimate CGT, Business Asset Disposal Relief and net proceeds on EMI options. Vesting Schedule CalculatorBuild a vesting timetable with cliff and monthly, quarterly or annual vesting. ESPP CalculatorDiscount, lookback and qualifying vs disqualifying disposition tax.

Written and maintained by the EquityCalc Hub editorial team. Tax figures reviewed for the 2026/27 UK tax year. Last updated October 2026. See our methodology and sources. This page is general information, not tax or financial advice.