Under the right conditions, an Employee Ownership Trust (EOT) is the most-taxefficient way to sell your business. Our free guide explains how it works.
To encourage more businesses to adopt theEOT model, the government ensured that, forthe right businesses and owners, the benefitswould clearly set it apart from a trade sale orother exit route.
In this guide, we run through all the key aspects of Employee Ownership Trusts, arming you with the knowledge and understanding to make better decisions about succession.
Starting with the fundamentals, we'll explain what an EOT is and why it was introduced by the government in 2014.
Understanding the structure of an EOT is key to deciding if it is right for your business. We include detailed explainers and diagrams to help you assess its suitability.
EOTs offer unique benefits to the seller, the employees, and the business itself. The guide will outline these benefits, including how they have been affected by recent changes.
An EOT might not bethe right choice for every business. There are strict qualifying rules in place to ensure that EOTs are used for the right reasons by the right businesses.
Getting each step right, and consulting the right people, will prevent future penalties, tax or legal issues.
It is unlikely that enough cash is lying around to pay for a controlling stake in the business. Instead, funding options must be considered
EOTs are changing, with new qualifying rules introduced in 2024 and changes to tax relief in 2025. This guide will ensure you are still in the loop.
When downloading our guide, you will not receive any sales calls or be placed into a sales funnel unless you tell us you're actively seeking advice via the download form. We will contact you by email and ask you for feedback on the guide, but you can unsubscribe from this at any time.
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