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If you have received shares in the company you work for as part of your employment (commonly Restricted Stock Units) or the option to buy company shares, we can assist in:

  • Assessing whether you should participate in the scheme given the price, future prospects of the company and relative to your circumstances, goals and objectives.

  • Advising on whether to hold the shares long term or how to diversify your wealth portfolio over time.

  • Structuring your tax consequences including any income tax and capital gains tax treatments, with a view to minimising the lump sum affect to your finances. You may also have foreign tax considerations if your company is based overseas. 


Employee Share

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