Share options and RSUs

We help you take control of your equity awards as part of a wider financial plan, so that they support your long-term goals rather than create uncertainty.

Why equity-based compensation matters in wealth planning

You’ve worked hard to get where you are. After years of dedication and achievement, your compensation may now include restricted stock units (RSUs), stock options, or other equity-based awards. These can be incredibly valuable - but they also bring complexity, risk, and tax considerations.

Equity compensation can represent a significant portion of your wealth. The decisions you make - when to exercise, sell, or hold - can have lasting consequences for:

  • Your tax position

  • Your long-term investment strategy

  • Your ability to achieve financial independence or early retirement

  • The security of your family’s future

Without a clear plan, it’s easy to miss opportunities, overpay in tax, or take unnecessary risks.

Our approach

1. Understanding your compensation

We review the details of your equity package - RSUs, stock options, performance shares or other schemes - to know what you hold, how it vests, and the tax implications.

2. Tax & risk assessment

We work with you to plan around income tax, capital gains tax, and other UK tax rules. At the same time, we assess your exposure to company-specific risk.

3. Integrated wealth planning

We bring your equity awards into the bigger picture - considering pensions, ISAs, other investments, and family planning - to create a coherent strategy that balances growth, diversification, and security.

4. Execution & ongoing advice

From deciding when to exercise or sell, to reinvesting proceeds into a diversified portfolio, we provide ongoing support that evolves as your career and circumstances change.

Who we work with

We specialise in supporting:

  • Senior executives and corporate professionals

  • High earners with complex remuneration packages

  • Consultants and contractors with fluctuating income

  • Individuals planning for early retirement or lifestyle changes

The benefits of working with us

  • Confidence in making the right decisions about your equity awards

  • Reduced risk of overexposure to your employer’s stock

  • Optimised tax efficiency, saving you unnecessary costs

  • A joined-up wealth strategy, aligning short-term opportunities with long-term goals

  • Freedom to focus on your career and life, while we handle the complexity

Make the most of your share options and RSUs with a strategy built around your goals.