1
Type
Speaker
CPD Hours Level
Learn Live 3 IntermediateInformation
SRA Competency B

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 | 21.06.2022

N/A | 1:45pm - 4:45pm


Designing, Implementing & Operating Employee Ownership Trusts

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Jun
21
2022
 
1:45pm - 4:45pm

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Added to basket

Learn Live | 22.07.2022

N/A | 1:45pm - 4:45pm


Designing, Implementing & Operating Employee Ownership Trusts

Checkout
Continue Shopping
Jul
22
2022
 
1:45pm - 4:45pm

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£121.50
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£270
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Discounts are available for multiple places. If you have 5 or more people interested in participating in this virtual learning session please email us at information@mblseminars.com for more information.

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