I work for a startup company in San Francisco and will be transferring to our London Office in April. Right now, I have vested a little over half of my allotted shares with the company, but have yet to purchase them.

As part of the negotiations, my company is giving me a Relocation Bonus as well as paying for my first two months out there.

My question is two-fold.

  1. Is it wise to use my Relocation Bonus for purchasing my shares? I figured that since I already have a place to live lined up in London, the company would pay for my first two months and I could use the money that I save on rent for purchasing essentials for the flat / things that were necessary for the move.

  2. If it were a wise decision to buy my shares, when would be the best time to buy them, in terms of taxes? Before I get to London or after the move? Would there be greater tax implications on capital gain in one country or the other?

I am very green when it comes to taxes and stocks, so any help would be greatly appreciated.

  • Wow, what a question.... There are so many issues you can bump into that I don't even know where to start. Get a good US-UK tax adviser. Usually I don't give specific suggestions, but in your case this firm might be helpful: britishamericantax.com , another one: American Tax Return LTD (in the UK, can't find their web site).
    – littleadv
    Jan 5, 2013 at 1:46
  • at that, suggesting to close as non-constructive. Waaaaaaaaay too broad (and yet, too localized) to answer.
    – littleadv
    Jan 5, 2013 at 1:50
  • I appreciate your responses. I've been trying to do as much research as I can, but I think that I have to find a professional to help me out.
    – Marc
    Jan 5, 2013 at 2:01
  • 3
    Money is money. The decision to purchase the shares has nothing to do with the money's source, regular income, bonus, money from the sale of a baseball card, lottery winning. It's an interesting thing to observe how people treat $1000 very differently based on the source. Jan 5, 2013 at 2:08
  • 3
    This question appears to be off-topic because it needs Professional Advice
    – Dheer
    Feb 20, 2014 at 8:27


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