Webinar recording: Considering an Employee Ownership Trust (EOT) as an exit strategy for your business? Here’s what you need to know 

2 December 2022 / Insight posted in Enterprise series, Entrepreneurial, Videos

In this interactive session our panel discussed:

  • The conditions which must be met to achieve 0% capital gains tax
  • The tangible benefits of selling to an employee ownership trust and how they can be shared with employees
  • The tax difference in selling to an onshore or offshore trust
  • Share obligations to employees leaving and joining
  • The ownership structure of an EOT
  • The leadership structure of an EOT and who should be on the board
  • The function of an employee council
  • Considerations other than legal and financial to take into account
  • Engaging the leadership team
  • Getting the messaging to your employees right
  • Common causes of concern during transition to an EOT

We were delighted to be joined by Jeremy Gadd, founder and MD of J Gadd Associates, the UK’s largest independent multi-service provider of commercial, cultural and engagement services to the Employee Ownership sector. He brought insight into the non tax and legal side of EOTs, looking at the transition, people and governance aspects of the process.

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