How to make the most of your equity compensation — from the tax implications of vesting day, to managing concentrated stock risk, and connecting your shares to the financial future you want to build.
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From vesting to investing: Making the most of your equity compensation
For many senior professionals, equity compensation - whether restricted stock units, long-term incentive plans, deferred bonuses, or share options - represents a significant and growing portion of their overall wealth. Yet when vesting day arrives, the decisions can feel both urgent and complex.
This recorded webinar offers insight into the decisions you face when shares vest, the tax implications that follow, and what it all means for your long-term financial plan.
With equity compensation representing a growing share of senior professionals' wealth, understanding how to manage vesting events, concentrated stock risk, and the hold-or-sell decision has never been more important.
In this webinar, Charlie Minns Shearer is joined by Mike Winson, Senior Investment Director, and Chris Noble, Senior Financial Planning Director, to cut through the complexity of equity compensation. From the mechanics of vesting and the tax you'll owe on the day, to behavioural biases, diversification, and connecting your shares to the life goals that matter most to you.
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34 mins
31 July 2026
Preparing for life after partnership for accountants
For successful partners, retirement arrives faster than anyone expects. And when it does, it doesn't just end a job. It ends an income structure, a tax position, and a way of working that has taken a lifetime to build.
This webinar is for senior accountants who want to walk into their final years of partnership with a clear plan, and we'll cover the decisions that matter most in the years before exit.
