Employee Ownership Trusts - Understanding CGT Relief in 30 Minutes

Introduction

The last two years have seen significant changes to the legislation surrounding qualifying Employee Ownership Trusts (EOT). Nonetheless, transferring shares to an EOT can still be a tax effective way for an individual to realise value.

This short webinar summarises the available capital gains tax (CGT) relief and considers the circumstances in which it arises.

It is aimed at any professional adviser or shareholder who is seeking to understand the operation of CGT relief in the context of an EOT as part of encouraging employee ownership or as a means of securing succession.

What You Will Learn

This webinar will cover the following:

• Scope of the available CGT relief
• A brief overview of the qualifying criteria
• Claims and deadlines
• Impact of disqualifying events

This pre-recorded webinar will be available to view from Tuesday 26th May 2026

Alternatively, you can gain access to this webinar and 2,100+ others via the MBL Webinar Subscription. Please email webinarsubscription@mblseminars.com for more details.