Options, RSUs and founder shares are taxed by where you were resident while they vested and where you are when you exercise. A divergence between these schedules is the commonest way to pay twice over. The House brings them into step.
The House takes each tranche apart along the vesting schedule and binds it to the residence of the matching period. It then sets the timing of exercise and sale so that one and the same income does not fall under full taxation in two countries at once.
What you get: a vesting tax memo of 15–25 pp · a breakdown of every tranche by residence period · the timing of exercise and sale · consolidated personal reporting across 2 jurisdictions
Each tranche is taxed once and in the right jurisdiction. Exercise and sale are set at the right moment. The income you earned over years of vesting does not dissolve into double tax. Reporting is consolidated and closed on both sides.
The Diagnostic is credited against the mandate fee. A reply within one business day.