Executives find managing their own tax and financial affairs increasingly complex. As part of an attractive salary package, leading employers both in the UK and worldwide provide their executives with access to tax and personal financial planning advice to help with such issues. Our executive counselling specialists can provide an integrated tax and personal financial planning service to executives.
As an employer there may be a number of issues impacting your staff that you need to deal with, including:
- You want your employees to have a leading edge salary package
- Your executives have complex, valuable incentive arrangements
- The company ethos is to help your employees with work/life issues, education etc
- The human resources department spends a lot of time dealing with queries from staff about tax and personal finance related issues
- Your company is undergoing major changes that affect individual employees' wealth/financial circumstances
- You want to protect your company's reputation by ensuring executives' tax planning and financial arrangements stay within what is acceptable in the current climate.
- You have executives who have claimed/may be entitled to claim capital losses on pre-10 April 2003 share option exercises
- The company's executives are likely to be affected positively or negatively by the pension tax changes
There are a number of ways in which we can help, including providing tailored tax and personal financial planning advice to single executives or to the whole workforce of a business. We work with employers to design a service that suit their needs, as well as their employee needs. This includes some/all of the following:
- One to one financial counselling to individual executives
- On-site surgeries allowing employees to drop in for one to one advice on generic tax issues such as share option taxation
- Financial education seminars/workshops on topical issues e.g. saving for retirement
- Online financial education materials on the company's intranet site e.g. tax efficient investments etc.
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