EMPLOYEE SHARE SCHEME ADVICE

 

Don’t let share options or confusing employee share schemes catch you out. If you are unprepared, the unintended tax consequences can be overwhelming.

With our clear, actionable advice, you will have a good understanding of the tax implications of your shares. This ensures you are prepared and can plan for the tax costs when they arise.

Talk to us when you’re considering:

  • Accepting an employee share scheme
  • Acquiring share options
  • Exercising share options
  • Selling share options
  • Changing jobs and have employee share scheme shares or options
  • Moving abroad and have existing share options

When you are fully informed of the consequences of your decisions, you are in a better place to make timing and other strategic plans and preparations.

 
 

HOW WE HELP WITH EMPLOYEE SHARE SCHEMES

 
 

Effective Employee Share Scheme Advice


Our experienced team will help you understand the tax consequences of an employee share scheme by assessing the various ways in which the scheme could eventuate. We will then give you clear, actionable advice to make the best decision for your personal situation.

 

Comprehensive Planning for Share Options


We’ll give you a complete understanding of the tax consequences of investing in, exercising, and trading in share options. With the risks and fluctuations naturally involved in these types of investments, our strategies will help you prepare for optimal decisions and plan strategies to mitigate the tax consequences.

 

Preparing for Tax Consequences


Share options and Employee share schemes can result in high amounts of income, which come with high tax burdens. Tax effective decisions can help reduce the tax burden. Being prepared for the remaining tax costs will ensure you are not caught out with the unexpected.

 

UNDERSTAND THE CONSEQUENCES OF YOUR SHARE OPTIONS

We will help you mitigate the impact of your taxes with clear, tax effective strategies, while preparing for the tax consequences of potential windfalls from your investments.

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ADDITIONAL SERVICES WE CAN HELP YOU WITH

 
 

Self-Assessment Tax Return


We will provide the advice you need to ensure your return is completed accurately and maximise your claims. Then we will complete and lodge your return with HMRC on your behalf. It is the stress-free way to take care of your taxes.

 

Tax Efficient Investments


We will help you plan for tax efficient investment strategies so that you can make the most of tax saving opportunities as you build your wealth. Smart investment strategies will help you grow your wealth faster through effective tax savings and strategic planning.

 

Estate and Inheritance Tax Planning


Managing your personal wealth includes being prepared for the future. Make sure your family and loved ones are taken care of through our effective estate and inheritance tax planning strategies. We work with you and other relevant professionals to plan your estate.

 

MAKE BETTER INFORMED DECISIONS

We will help you understand the implications of accepting an employee share scheme or exercising your options so you are prepared for the tax consequences.

CONTACT US
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By providing us your information you agree to our privacy policy

 

LATEST TAX AND ACCOUNTING NEWS

 

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5th Mar 2021
Richard Feakins

The Chancellor Rishi Sunak presented his second Budget on Wednesday 3 March 2021 Against the backdrop of COVID and a 10% contraction in the economy,...

 

UK Tax Residence and the Impact of COVID-19


29th Oct 2020
Richard Feakins

Current Government rules and guidance around quarantine and travel restrictions could lead to an individual staying longer in the UK than originally...

 

Is your company taking advantage of valuable Research & Development tax breaks for small businesses?


13th May 2020
Richard Feakins

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