Equity compensation, handled end-to-end
We model your RSU vesting schedule against the marginal rate, coordinate the Payroll withholding (RTSO1 where relevant), and calendar your CGT on subsequent disposals. Option exercises are modelled for both Relevant Share Option Tax and the downstream CGT position.
For founder equity, we structure around Entrepreneur Relief where applicable, and the Key Employee Engagement Programme (KEEP) for qualifying hires.
Residency, domicile and the non-dom position
Moving to or from Ireland, or holding equity that vests while you're between countries, creates one of the most expensive filing errors we see. We map your residency year-by-year, apply the ordinarily-resident and domicile rules, and file with the correct treaty position.
Annual filing & quarterly planning
Form 11 filed every October. A planning call in Q3 before vestings and option exercises. November and January CGT preliminary and balancing payments handled on your behalf. A year-end wrap-up in February with the position for the following year.
Acquisitions, secondaries and tender offers
When a liquidity event arrives, we move quickly. Pre-sale restructuring, share-for-share relief, and post-transaction wealth positioning, modelled before you sign, not after.
FAQ
I have RSUs vesting in a US parent, do you handle the US side? +
We work with US-qualified partners for the US filing. Our remit is the Irish position: PAYE reconciliation, subsequent CGT, and the foreign tax credit claim on your Form 11.
What if I'm moving out of Ireland mid-year? +
Split-year treatment claims, temporary non-resident rules for CGT, and the ordinarily-resident three-year tail, all modelled before you move, not after.
Do you take engagements with equity? +
No. We charge for advisory work, not a percentage of the outcome.