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Making Tax Digital

Webinar: Employee Ownership Trusts

5 September 2019


At our tax webinar on Thursday 5 September, we explored the topic of employee ownership trusts.

While companies have been indirectly owned by employees for many decades, legislation in 2014 made the employee ownership trust (EOT) exit route an attractive alternative to a third-party exit, share buyback or management buyout (MBO) for many trading businesses. Recent high-profile transactions have brought this method into the mainstream.

The discussion included:

  • Who should consider an EOT?
  • Possible structures for an EOT transaction
  • Benefits for sellers (including tax)
  • What’s in it for employees?
  • Valuation issues on sale
  • Funding possibilities for an EOT transaction
  • Pitfalls and how to avoid them

Anthony Newgrosh’s co-host for this webinar was David Reuben. David is Share Plan Director at law firm Postlethwaite, who specialise in employee ownership and all forms of employee share ownership.

Webinar slides are also available.

Our YouTube channel has recordings of our previous webinars.

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