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Tax Attorneys in Madrid
Reviewing equity compensation when you move to Madrid
An executive moving to Madrid may exercise options or receive shares earned during employment abroad. LEXPERT helps reconstruct the grant, vesting and sale history so Spanish and overseas advisers can review the same facts.
Build a timeline for each award
Start with the award agreement, grant and vesting dates, exercise confirmations and any sale proceeds. Add changes of employer, work locations and payroll records. Two awards sold on the same day can have very different histories.
Reconcile payroll with the broker statement
A broker statement can show net shares delivered after shares were withheld, while payroll shows a gross amount in another currency. Match the quantities and dates before comparing values. Identify any foreign tax paid and the document that supports the payment.
Frequently asked questions
What if the shares vested before the move but were sold afterwards?
Keep vesting and disposal as separate events. Record where you worked during the award period and where you lived at sale so each question can be reviewed on its own facts.
Which records should I request before losing access to the employer portal?
Download plan rules, award notices, vesting and exercise history, relevant payslips and broker confirmations. Export the transaction history as well as the current portfolio balance.
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