The taxation treatment of executive shares and options is complex and subject to legislative change. While the benefits can be extremely valuable, there are many issues to consider and manage to maximise the after tax benefits.
Strategic Wealth brings strong technical and strategic knowledge in this area. We can map out a program that ensures your exposure to these valuable holdings remains appropriate and that the level of risk being taken is not excessive. The program also allows you to progressively divest your holdings in a tax effective manner over time.
We can also help you implement strategies to protect your portfolio valuation while you maintain your preferred exposure. This can include timing when you exercise and divest the holdings, understanding tax implications and identifying strategies to reduce the liabilities.
Our experienced team can work together with your preferred taxation adviser, or if need be, introduce you to specialist advisers in this area.