Employee ownership trust
Empowering the Workforce: Employee Ownership Trusts
An Employee Ownership Trust (EOT) is a type of trust used to encourage shareholders to set up structures such as the John Lewis model which facilitates employee ownership. These structures have been proven to incentivise employees, which leads to higher productivity and innovation which will safeguard your business over the long term.
Provided certain conditions are met, business owners can sell shares in their trading business free of capital gains tax, which can create significant tax savings. Employees also benefit in the form of annual bonuses free of income tax.
There are a number of factors and stringent conditions to consider in order to assess whether an EOT is a suitable option.
We can work with you to assess your objectives and advise on the most appropriate structure.
Sectors we work with
Speak to an expert
Business services
Audit & assurance
Business protection assurance
Business tax planning
Capitalise business funding
Corporate finance consulting
Corporate tax
Employee ownership trust
Exit strategies
Forensic services
IR35
Mergers, acquisitions & disposals
Outsourced bookkeeping & VAT
Patent box tax
R&D tax relief
Share schemes & employee benefits
Specialist corporation tax services
Start up advice
VAT
Ready to get started?
Finances can be complicated.
Let us connect the dots for you.
Related news
Do you need to update your Companies Persons of Significant Control Conditions?
Persons of Significant Control (PSC) are individuals or entities that have significant influence or control over a company or organization. This concept is a key part of corporate transparency and governance, aimed at identifying those who have a significant stake or...
Ensuring your company keeps records of decisions made
All companies must keep records of important decisions made including companies where the company has only one director. Before electronic records, minutes of a meeting would have been recorded in a physical minute book. Companies have moved away from keeping a...
The Importance of Keeping Statutory Registers in the UK
In the United Kingdom, statutory registers play a crucial role in the legal and operational framework of businesses. These registers are mandated by law and serve as an official record of various essential details concerning a company. Their importance cannot be...
Contact us
Have a question or need to get in touch?
Our accreditations
We are proud to be recognised as a Top 100 Accountancy firm in the Accountancy Age 2023 survey. We are longstanding and active UK200Group members, and affiliate members of AGN, an international association of accountants. We have One Star Best Companies status, reflecting our commitment to being a great workplace. As a Xero Platinum Partner, we are dedicated to supporting our clients in online accounting.
Banbury
Countrywide House
23 West Bar Street
Banbury
Oxfordshire
OX16 9SA
T: +44 (0)1295 250401
Birmingham
Kettering
2700 Kettering Parkway
Kettering Venture Park
Kettering
Northamptonshire
NN15 6XR
T: +44 (0)1536 646000
