Navigating Death and Taxes: What Happens After You Pass?
Estate planning often brings with it a cloud of uncertainty, especially when it comes to the financial legacy we leave…
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Category: ESS
Executive Share Scheme (ESS) and vesting – It’s complicated
For company or division presidents, heads of departments, chief executives and senior managers who have an Executive Share Scheme (ESS),…
Retiring overseas? What you need to know before you go.
Retiring overseas to some exotic location where the coffee is good and the lifestyle idyllic, not to mention cheap, is…
Solving the ESS vesting dilemma for executives with US tax residency
Regulatory requirements by US-based FINRA have meant executives, including contracted or non-employed executives with US tax residency, have not been…
Set for life thanks to redundancy windfall
In recent months there has been an increase in redundancies across a range of business sectors. With many executives enjoying…
ESS Webinar Recording
Thank you to all those who attended our webinar, and for those who couldn’t make it, you can download the…
Compare and quantify remuneration BEFORE changing jobs
For some high earning executives, understanding the full value of their remuneration requires considerable time and effort. Unfortunately, time is…
ESS wealth opportunities, vesting tax liability & non-financial performance metrics
If you are among this year’s executives who have received an unwelcome tax bill courtesy of your executive share scheme…
Your role has been made redundant. What happens next?
In an everchanging workplace, role redundancy can happen for many reasons among the more common is a company restructure, introduction…
Family Wealth Transfer what you need to know
The Government’s Productivity Commission released a report in recent years that indicates approximately $3.5 trillion [1] in family wealth will…