This case study outlines how I provided financial planning advice and coordinated business and legal advice for a mining executive who had worked overseas for 30 years.
There were multiple issues relating to complex executive options and share plans in a variety of structures across a variety of taxation jurisdictions and in addition, my client had been offered a severance package. The consequences of all these had become bewildering. We worked with a range of professionals on our client’s behalf to create a coordinated approach to delivering outcomes.
