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Finn T-H

Complex SATR with Employment Related Equity and Global Mobility

Finn was working outside the UK for a publicly listed multinational company and we provided tax return support to reconcile his UK tax position on his post-departure employment related equity.

His situation was not straightforward with his UK payroll position not always following his UK tax residence position, meaning that reapportionment of the amount of UK taxable equity (RSUs and stock options) was required through his tax return as well as the inclusion of a foreign tax credit to remove any double taxation.

Undertaking the reapportionment work also identified a company-wide payroll issue, where relief for employer’s National Insurance contributions incurred by the employee was being double counted.

We prepared his UK tax returns promptly and provided the best outcome for Finn.
Thank you so much for your help getting this sorted so quickly. It's always such a pleasure to work with LSR. I've worked with countless tax firms in the UK, Germany, Canada, and US, and you are BY FAR the best. Seriously.

I appreciate you all!

FINN

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LSR Partners - UK tax clarity for global clients
We are a firm of UK tax advisors with specific expertise in UK tax regulations for those with financial interests both in the UK and abroad.
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