Eva Taxon
Precision Tax Strategy for High-Earning Professionals
Meet Eva Taxon, a professional whose earnings surpass the 'earnings limit,' presenting unique challenges and opportunities in tax planning. As an employee at Samazon, Eva's package includes Restricted Stock Units (RSUs) — a key component with its own set of complex tax implications. Additionally, her financial picture is shaped by a Capital Gains Tax (CGT) disposal event. Explore Eva's comprehensive tax calculation and see how strategic planning can navigate the intricacies of personal allowances and optimise for underpaid taxes.
Pro Tip: Eva could potentially lower her gross taxable income by maximising pension contributions. She should also consider utilising annual capital allowances to manage her share equity pool effectively. This approach underscores how proactive tax management can yield significant benefits.