Our tax education explainer is designed to help you communicate to your shareholders and share plan participants about their tax liabilities in the most effective ways.
Your shareholders and share plan participants may not be aware of their CGT and dividend tax liabilities. You play a crucial role in helping them understand what these taxes are and how they work, as well as what their responsibilities are and how to fulfil them.
That’s why we’ve created our tax education explainer; it covers everything you need to help your shareholders and share plan participants with their tax planning. You’ll learn why tax communications are valuable, how to effectively communicate to your shareholders, and when to deliver this information. And it’s a worthwhile time investment – your shareholders and share plan participants will feel empowered to make decisions that are right for them. We also give you an overview of our services and process for working with new clients.
The importance of good communication
Tax is complex, and without the right guidance, your shareholders and share plan participants could find themselves in a tricky situation. For some, filling out a self-assessment may be new and therefore daunting. And for others, tax calculations may be all too confusing. Our explainer guides you through what good communication looks like, the key touchpoints to target your colleagues, and how to maintain the conversation afterwards.
If this sounds like something that could benefit your shareholders and share plan participants, download your free copy. If you find it useful, let us know! We’d love to hear your feedback after you put our tips and tricks into action.
Do you need support communicating your share plan? Book your 30-minute discover call today.
