Employee ownership trusts (EOTs) give you the chance to manage the long-term future of your business while realising its value and retaining a measure of control. Flexible and with tax advantages, they can be used by businesses in any sector; we have worked with clients in the travel industry, the law and the communications industry recently. With our expert help, you can set the course for your business, protect your employees and incentivise your senior managers.
We work with you to ensure that you have the right structure in place; we want your business to succeed so that you can realise its value without exposing it to losing its identity in a takeover or being asset-stripped by a new buyer.
With no exposure to Capital Gains Tax and the chance of tax-free bonuses for employees, an EOT has real tax advantages – we have the experience of managing them to best effect for you. We strike the balance between keeping the essential ownership model within strict rules and taking a creative and positive approach to incentives such as an EMI option scheme for senior management.
An EOT enables you to move forward even in an uncertain market because you benefit as your business keeps making profits – we’ll help you to find the right balance of lump sum, deferred payments and control.
You want your business and your employees to be in safe hands; we will work with you ahead of any firm EOT proposal so that you find the right path from the start. We are ready to help you to explain the process to your staff and handle questions or talk to the EOT trustees. As you step away from your business, you will realise its value, secure in the knowledge that you have left it in safe hands.