Designing, Implementing & Operating Employee Ownership Trusts
Type |
Speaker
|
CPD Hours | Level |
---|---|---|---|
Learn Live | 3 |
Intermediate![]() |
Course Outline
Introduction
Employee ownership trusts (‘EOT’) are a potentially tax effective way of realising shareholder value by transferring ownership to employees.
This virtual classroom session examines the qualification criteria in detail and considers the tax, legal and practical issues around designing, implementing and operating an EOT.
What You Will Learn
This live and interactive session will cover the following;
- Use of an EOT to achieve succession/value realisation
- Market context
- Advantages
- Disadvantages
- Establishing an EOT
- Qualifying criteria
- Selecting trustees
- Trust documentation
- Reporting
- Selling Shares to an EOT
- Tax reliefs
- Process
- Valuation
- Financing
- HMRC clearance
- Ongoing Operation
- Governance
- Payments to and from an EOT
- Disqualifying events
- Maintaining compliance
- Incentivising key management
- Acquiring Shares from an EOT
- Third party purchaser
- Moving to direct employee ownership
- Winding up an EOT
Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.
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Learn Live | 23.10.2023
N/A | 1:45pm - 4:45pm
Designing, Implementing & Operating Employee Ownership Trusts
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Oct
23 2023 |
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