Employee Financial Wellness

About the webinars

The Logitech Employee Financial Wellness Program is a comprehensive initiative designed to enhance the financial knowledge and well-being of Logitech Ireland employees. This program consists of a series of six webinars, powered by Nathan Trust, a Cork-based Tax tax planning firm. These webinars cover a range of topics tailored to empower employees with the skills and knowledge necessary to make informed financial decisions, promoting a more secure and prosperous future.

How your stock options and RSUs are taxed

When - Last week of January

The first webinar in the Logitech Employee Financial Wellness Program focuses on the significant tax changes set to come into force in 2024. This session, expertly guided by Nathan Trust, provides in-depth insights on how to effectively navigate these changes. It highlights the most relevant tax amendments and explains their implications for employees. Additionally, the webinar offers valuable advice on potential opportunities for employees to claim refunds or deductions from Revenue, ensuring they are well-equipped to maximize their financial benefits under the new tax regulations.

This will be followed by a Q&A session with a Nathan Trust tax expert. 

How RSUs and Stock Options are taxed

When - Last week of April

Another important webinar in the series delves into the taxation of stock options and Restricted Stock Units (RSUs) in Ireland, a topic particularly relevant for employees involved in company equity schemes. This session offers a detailed exploration of the current tax laws governing stock options and RSUs, providing clarity on how these benefits are taxed and the potential financial implications for employees. It aims to equip Logitech Ireland employees with the knowledge to manage and optimize the tax aspects of their stock options and RSUs effectively.

This will be followed by a Q&A session with a Nathan Trust tax expert. 

CGT - how tax on shares, crypto currency and other assets are tax in Ireland

When - Last week of June

One of the webinars in the Logitech Employee Financial Wellness Program specifically addresses Capital Gains Tax (CGT) in Ireland and its application to various assets, including shares, cryptocurrency, and other investment vehicles. This session offers a comprehensive overview of how CGT is calculated and applied to profits from these assets, providing essential guidance for employees looking to understand the tax implications of their investments. The webinar aims to demystify the complexities surrounding CGT, enabling Logitech Ireland employees to make more informed decisions about their investment strategies.

This will be followed by a Q&A session with a Nathan Trust tax expert. 

Everything you wanted to know about filing your tax return (Form 11)

When - First week of September

In the Logitech Employee Financial Wellness Program, there is a dedicated webinar that focuses on guiding employees through the process of completing a Form 11 Tax Return in Ireland. This session is particularly valuable for those who are required to file this form, as it breaks down each section of Form 11, explaining the necessary information and documentation needed. The webinar aims to simplify the tax filing process, ensuring that Logitech Ireland employees are confident and well-prepared to accurately complete their tax returns.

This will be followed by a Q&A session with a Nathan Trust tax expert. 

Inheritance tax - how to talk about it and how to reduce it

When - First  week of November

The program also includes a webinar specifically tailored to address the topic of Inheritance Tax in Ireland, focusing on effective communication strategies about this sensitive subject and ways to potentially reduce the tax burden. This session aims to provide Logitech Ireland employees with a clear understanding of Inheritance Tax laws, offering practical advice on how to approach conversations about inheritance within families and explore legal avenues to minimize the impact of these taxes on their beneficiaries.

This will be followed by a Q&A session with a Nathan Trust tax expert.