The taxation treatment of executive shares and options is complex and subject to legislative change. Therefore, while the benefits can be extremely valuable, there are many issues to consider and manage to maximise the after-tax benefits.
Trinity Advice brings strong technical and strategic knowledge in this area. As a result, we can map out a program that ensures your exposure to these valuable holdings remains appropriate and that the risk level is not excessive. The program also allows you to divest your holdings in a tax-effective manner progressively.
We can also assist you in incorporating strategies to protect the value of your portfolio while preserving your favoured exposure. This can include timing when you exercise and divest the holdings, understanding the tax implications, and identifying strategies to reduce the liabilities.
Our experienced team can work with your preferred taxation adviser or, if needed, introduce you to specialist advisers in this area.
