VestFlow helps UK employees paid in company shares understand the tax implications of their Charles Schwab RSU records for the 2025–26 tax year. Its service analyses ordinary RSUs from one US-listed employer for people resident in the UK throughout the year, translating broker transactions into UK-relevant figures for capital gains, dividends and payroll checks. Users can upload Schwab CSV or JSON exports, which are read in their browser and not uploaded.

VestFlow rebuilds share holdings, checks them against the broker’s balance, reviews history coverage and flags unsupported cases. It applies UK share-identification rules, including same-day matching, the 30-day rule and the Section 104 average-cost pool, while converting amounts into pounds using the rate for each transaction date. Results and calculation workings are available to review before purchase.

For £89 as a one-time payment, customers can obtain a PDF and spreadsheet Self Assessment pack, with no subscription and a 30-day refund