Tag: Employee Share Ownership

The Autumn Budget and Employee Ownership: What Could Change?

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.


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Reflections on the EOA’s Annual Conference – what a treat!

Last week saw a large group from the Postlethwaite team travel to the Liverpool ACC conference centre, where we were sponsors and platinum exhibitors at the EOA’s 2023 annual conference. if you weren’t there, you missed a treat! It is a place where thoughtful and driven people from a range of high performing businesses gather together to share their insights into how they are making employee ownership successful, with honesty about both what has gone well and what has not…


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