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Can anybody share some info on how taking stock options in a US company differs from a UK one? A lot of the reading applies to US market. I'm wondering if any o

• djs55 10y ago
  In the past I worked for a UK company from the UK which was owned by a US parent, where employees in the UK were granted options in the US company under the HMRC Enterprise Management Incentives (EMI) scheme: https://www.gov.uk/tax-employee-share-schemes/enterprise-management-incentives-emis https://www.gov.uk/tax-employee-share-schemes/enterprise-man... . I think without the scheme if I had exercised an option (whether to hold onto the share or to sell immediately) then I would have owed income tax on the difference between the strike price and the current value i.e. the discount my employer effectively gave me. I think I would have owed the tax even if I was forbidden to sell the stock (e.g. if the company had stayed private). With EMI there was no income tax on exercise and I only owed capital gains tax when I eventually sold the stock.
• walshemj 10y ago
  Probably not as the UKs tax treatment Is much much more employee friendly. If an approved share save scheme hits big as BT.A did 18 months ago you can make £150k Tax free as one of my friends did.