An Employee Ownership Trust (EOT) is designed for long-term employee ownership, but what happens when it reaches the end of its life? This blog explores why an EOT might unravel, key decisions trustees must make, and the options available—including company sales, asset disposals, and legal considerations. Learn how to navigate the process while protecting employee interests.
03/04/2025
We were delighted to host the third annual Employee-Owned Law Firm Conference at Armourers’ Hall, bringing together EO law firms and those exploring the model. The day featured insightful discussions on succession planning, employee engagement, leadership, and branding, plus an inspiring workshop on purpose-driven leadership. The evening concluded with a brilliant after-dinner talk by Graeme Nuttall OBE….
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
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
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…
The Chancellor’s Spring Budget contains further reductions to National Insurance but still no update on EOTs…
06/03/2024
A fair valuation is the cornerstone of a successful Employee Ownership Trust transaction. It ensures that the business owner receives fair compensation for their shares, while also safeguarding the interests of the employees who will receive value in the future. Read this guest blog from trusted partner Simmons Gainsford Accountants….
24/01/2024
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…
