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  • Anyone got experience of receiving shares as part of their compensation package and how best to manage that ?

  • Anything specific?

    I used to get RSUs in a US listed company that vested into shares over a 3-5 year period. There wasn't much "managing" to be done - it all flowed through UK PAYE upon vesting and was pretty smooth.

    I always sold shares as soon as they vested (and the issuer was out of its closed period) to avoid concentration risk.

  • This sounds very similar, except only enough are being sold each year to cover the tax implications and then they are sat in a portfolio.

    Growth has been good but seems to be levelling off with the concentration risk you mention being a real possibility - especially with the state of the economy at the moment.

    I need to 'cash out' some of the shares to pay for some work we are having done later this year, but also need to reduce the risk on the remainder. Any recommendations for an account to transfer shares to a family member to then be sold?

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