Fundraising
Published
July 26, 2022
Exploring Employee Ownership Trusts: Structure, Benefits, and Governance
An in-depth overview of Employee Ownership Trusts (EOTs), covering qualifying conditions, funding structures, tax relief benefits, governance models, and practical considerations for businesses transitioning to EOTs. This session explains the advantages, challenges, and legal requirements of selling to EOTs, including employee engagement, continuity of management, valuation processes, and safeguarding seller interests within the trust framework.
Mark Carr
Tax Advisor and Specialist on Employee Ownership

48
minutes

July 26, 2022