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….
This blog explores the practical and technical hurdles business owners must navigate, both before and after becoming employee-owned. From the exercise of existing options and tax implications to ensuring EMI eligibility and structuring post-EOT incentives, careful planning is crucial….
04/12/2024
If you’re thinking of becoming employee owned through an EOT, you may want to complete the sale before 30 October to be sure of the current 0% CGT exemption.
With 30 October now the confirmed date for the new Chancellor, Rachel Reeves’ first budget, could there be tax changes that might impact employee ownership trusts (EOTs) and tax-advantaged personal share schemes? Founder and Manging Director, Robert Postlethwaite discusses the various possible scenarios and the implications for employee ownership.
05/08/2024
Robert Postlethwaite, Founder and MD of Postlethwaite Solicitors, looks at whether any of the major political parties have manifesto plans to encourage more employee ownership and whether there is any possibility of changes to the tax incentives….
23/06/2024
Join us, along with our client Symmetrys Structural and Civil Engineering and the EOA for this webinar where you’ll learn the practical steps to the process of becoming employee owned and all the things you should think about…
Business succession through an EOT is the fastest growing business model in the UK, to date adopted by 1400+ companies, including a growing number of law firms. Independent research shows that employee-owned companies outperform their peers in a number of ways. Watch our webinar and download our guide for Law firms on EOTs now…
Employee ownership is one of the fastest growing business ownership models in the UK. It is increasingly being recognised as an attractive option for business owners seeking the best way to realise the value they have created in the business (with tax reliefs) and ensure continued long-term growth.
06/09/2023
Are you currently exploring your succession options and trying to work out which one best suits you and your company? If an EOT is one of the routes you are considering, here are 5 questions we often ask business owners at the initial stages of an enquiry and that you should have a think about first.
09/08/2023
The Government has published a consultation on the future of employee-ownership trusts (EOTs) and employee benefit trusts (EBTs). Read on to find out the detail of what the consultation will cover…
27/07/2023
We’ve recently put together a practical guide to Employee Ownership Trusts (EOTs) for accountants. EOTs now represent 1 in 20 business sales in the UK, a 37% increase over the last year. We therefore think that all accountants with clients considering succession will want to know about them!
24/07/2023
