How to communicate tax liabilities to your share plan participants

Our tax education explainer is designed to help you communicate to your share plan participants and employee shareholders about their tax liabilities in the most effective ways.

Your share plan participants and employee shareholders 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 share plan participants and employee shareholders with their tax planning. You’ll learn why tax communications are valuable, how to effectively communicate to your participants, and when to deliver this information. And it’s a worthwhile time investment – your share plan participants and employee shareholders will feel empowered to make decisions that are right for them.

The importance of good communication

Tax is complex, and without the right guidance, your share plan participants and employee shareholders 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 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 discovery call today.

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