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James Kenward
Dec 13, 20243 min read
How is an Employee Ownership Trust (EOT) Financed?
An Employee Ownership Trust (EOT) offers a tax-efficient way for business owners to sell their company while preserving its legacy and...
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James Kenward
Dec 6, 20243 min read
Employee Ownership Trust (EOT) – The Pros and Cons
With unique tax benefits, cultural preservation, and opportunities for financial planning, an EOT provides a win-win for businesses and...
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Phil Petty
Nov 1, 20242 min read
Optimising employee ownership
Transitioning your workforce to a more engaged and innovative ownership culture is a long-term process that requires regular and...
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Phil Petty
Sep 30, 20241 min read
What is an employee ownership trust (EOT)?
The Employee Ownership Trust was set up under the Finance Act 2014 to encourage companies to transition to employee ownership and is...
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Phil Petty
Sep 1, 20243 min read
The five prerequisites for a highly effective workforce
When the five prerequisites for a highly effective workforce are met, our bodies release powerful hormones triggering intense feelings of...
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Phil Petty
Jul 31, 20243 min read
Employee Share Schemes
Combining share schemes with an EOT can be effective. Immediately following the transaction, employees can purchase company shares at a...
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Phil Petty
Apr 30, 20242 min read
Is employee ownership the best option for your business?
On average, only one in five small to medium businesses sells on the open market, and management buy-outs are equally rare due to funding...
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Phil Petty
Apr 1, 20242 min read
How the employee ownership trust works
Essentially, the Trustees replace the shareholders and interact with the management team in the same way. When ownership transitions to...
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