Category: News

Postlethwaite proud to announce it is now B Corp certified

Topics:
Employee Ownership News

This summer, Postlethwaite reached another milestone: we are now officially B Corp certified. Already 100% employee-owned, this step reflects our continued commitment to balancing profit with purpose. B Corp certification, awarded by global non-profit B Lab, recognises businesses that meet the highest standards of accountability across governance, workers, community, environment and clients. As Robert Postlethwaite says, “Certification is just the start. For us, the real work is in continually improving how we serve our people, clients and community.” We’re proud to join over 8,000 companies worldwide proving that business can be a force for good.


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08/09/2025

Interview with Robert Postlethwaite: Behind the 2nd edition of The Employee Ownership Manual

Topics:
CSOP EMI Employee Ownership Employee Ownership Trust News Share Schemes

In this interview, Robert Postlethwaite introduces the second edition of The Employee Ownership Manual, highlighting key updates and discusses why employee ownership is growing in popularity, the critical role of culture, and how the book supports both business owners and advisers. A practical, up-to-date guide for anyone involved in the employee ownership journey….


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12/06/2025

Finance Act 2025: What HMRC’s New Guidance Means for EOT Transactions

Topics:
Employee Ownership Employee Ownership Trust News

HMRC has issued updated Guidance following changes to Employee Ownership Trusts (EOTs) introduced in the Finance Act 2025. While some welcome clarifications have been provided, key uncertainties remain—particularly around funding, trustee independence, and partial sales. In this post, we explore the implications of the Guidance and highlight the potential tax risks that companies and sellers should be aware of when navigating EOT transactions under the new rules.


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14/05/2025

Exploring the future of business at the Employee Ownership Association’s (EOA) annual conference

Topics:
Employee Ownership Employee Ownership Trust Events News

Practice Manager and Employee Trustee, Lorna Martin reflects on her experience at the eoa’s annual conference. From thought-provoking sessions on culture, AI, and succession planning to powerful success stories and engaging networking events, the conference provided valuable insights into the growing impact of employee ownership….


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The Autumn Budget – impact on employee ownership trusts

Topics:
Employee Ownership Employee Ownership Trust News

Chancellor Rachel Reeves set out her first Budget on Wednesday 30th October. There was some speculation that the beneficial tax treatment of Employee Ownership Trusts (EOTs) could be reduced in the backwash of a general increase in Capital Gains Tax (CGT) rates. Although the 0% CGT rate for disposals to EOTs remains unchanged, there are a number of significant changes taking effect for EOT disposals on or after Budget day…..


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30/10/2024