Employee Ownership Trust (EOT)


Employee Ownership Trust (EOT)

EOTs are a government initiative aimed at promoting employee ownership, by giving all employees a significant and meaningful stake in the business, including a say in how the business is run while providing a great opportunity for shareholders to sell their business for the best value in a more tax-efficient way, free from capital gains tax.

An EOT can be set up by a company’s existing owners, perhaps as part of their exit or succession planning strategy, or by founders starting a new business which they wish to be employee owned. It was created by the Finance Act 2014, to encourage more companies to become employee owned.

For a private company owner wishing to retire but looking for an alternative to a trade sale, an EOT is one option worth contemplating.
You may wish to consider an EOT if any of the following scenarios apply:

  • You are looking how to retire from the ownership of your company in a way which creates a strong platform for future success in the interests of you, your business and its people
  • You don’t feel a trade sale or management buyout is feasible or the best solution
  • You want to start a new business with maximally committed and engaged people and a strong shared purpose
  • You work in a business which needs to find a succession solution but has not been able to do so
Get in touch

Working closely with our colleagues at Jerroms Miller Specialist Tax we can help you explore how an Employee Ownership Trust could work for your company.

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We offer an initial consultation free of charge which gives us the chance to meet and discuss your needs, with no obligation.

Corporate Finance in Solihull

Lumaneri House, Blythe Gate,
Blythe Valley Park, Solihull, B90 8AH

0121 693 5000

Jerroms is a trading style of both Jerroms Business Solutions Limited 08923059, Jerroms GCN Limited 08433008 and Jerroms Corporate Finance Limited 12112183.

Registered office for each of these companies is: Lumaneri House, Blythe Gate, Blythe Valley Park, Solihull, B90 8AH