Lyndhurst Financial Management set to run free webinar on Highs and Lows of Employer Shares - find out more

By Layth Yousif

6th Jun 2022 | Local News

Lyndhurst Financial Management set to run free webinar on Highs and Lows of Employer Shares - find out more. CREDIT: Unsplash
Lyndhurst Financial Management set to run free webinar on Highs and Lows of Employer Shares - find out more. CREDIT: Unsplash

Lyndhurst Financial Management will be running a free webinar on The Highs and Lows of Employer Shares this week.

The webinar by the renowned financial experts in our town with a branch in Bridge Street, and across Hertfordshire, is open to everyone.

The event will be hosted by Rory Albon DipPFS, Cert CII (MP & ER), BA (Hons), LCGI, who is an assistant financial planner with Lyndhurst.

Previewing the event, Rory told Nub News: "In this presentation I discuss at a high level, the common topics our team of advisers get from our clients and more broadly from a recent LinkedIn poll open to my network asking 'If you get given shares from your employer as part of your compensation, what would you like to know more about?'.

"With 79% of the votes, 'When to Keep or Sell' and 'Tax Implications' were the clear winners."

Speaking to an Independent Financial Adviser can help ensure you make the most of these schemes, by providing guidance on mitigating tax liabilities, ensuring you're not taking too much risk, or over-investing.

What You'll Learn

Thought exercises on how to know when to hold or sell your employer shares

Key tax considerations when holding or selling

How an Independent Financial Adviser can help

The online webinar is on Tuesday (June 7) at 10am and is open to the public for free.

 Further details and booking information can be found here - The Highs & Lows of Employer Shares (cii.co.uk).

     

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