CPD Hours Level
Learn Live 3 IntermediateInformation
SRA Competency B
'It was a really useful course, and well presented.'


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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1:45pm - 4:45pm

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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 group@mblseminars.com for more information.

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