Whether you’re exploring succession planning options, comparing an EOT with a third-party sale, considering the commercial implications of employee ownership, or seeking to understand how EOT structures operate in practice, our resources provide clear, accessible guidance to help you make informed decisions.
Employee Ownership Trusts Collection
Why Employee Ownership?
When people talk about Employee Ownership Trusts (EOTs), the focus is often on the benefits for employees, but…
Employee Ownership Trusts: A practical guide
Transitioning to employee ownership is a significant strategic decision. An Employee Ownership Trust (EOT) can deliver powerful tax,…
Changes to EOT CGT relief and options for payment of CGT
Under the new rules Only 50% of the gain on a disposal to an EOT will be exempt…
Employee Ownership – The Third-Party Sale Alternative
With EOT CGT relief, the reduced BADR lifetime allowance is irrelevant with EOT transactions. There is a significant…
The Compelling Case for Employee Ownership
Employee ownership often leads to superior customer service and a better client or customer experience and, as a…
EOT Uses and Abuses
EOT Uses Fantastic business succession planning tool – facilitates smooth business succession, highly flexible, adaptable, bespoke. No need…
Incentivising staff: EMI options and restricted shares in EOTs
The role of EMI options and restricted shares in EOT-owned businesses EOTs provide a collective benefit to employees,…
The Budget: A step towards future proofing the Employee Ownership Trust?
The budget was delivered and it lived up to its billing With the delivery of the Autumn budget,…
2024 Autumn Budget Recap – New EOT rules and changes
Extended vendor CGT clawback period – CGT clawback period extended four tax years after the tax year of…