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….
12/06/2025
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.
14/05/2025
The Government is launching the PISCES trading platform this spring, enabling private companies to trade shares with investors without a full public listing. New EMI/CSOP schemes can use PISCES for share option exercises, but existing schemes cannot be amended.
26/03/2025
Major changes are coming to Companies House under the Economic Crime & Corporate Transparency Act 2023. Stricter ID verification, enhanced transparency, and new compliance requirements will impact businesses from 2025 onwards. Read on to stay ahead of the reforms…
12/02/2025
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….
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…..
30/10/2024
We have once again achieved a Band 1 ranking in the Chambers & Partners 2025 legal guide in the Employee Share Schemes & Incentives: Employee Ownership category and three of our lawyers have been ranked in band 1…
17/10/2024
We’re are always looking at ways to improve the way we serve our clients. To ensure we are always aligned with your needs, we are participating in national research aimed at understanding what clients value most when working with lawyers and law firms… if you’re a past client, please take 8 minutes to fill in the anonymous survey…
15/10/2024
Proud to be ranked as a Leading Firm in Legal 500’s Law firm Guide 2025…
02/10/2024
Changes to Save as you Earn (SAYE) share scheme bonus rate and the latest insights from HMRC on employee share schemes explained…
12/09/2024
