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Taxation and the EOT

13 September 2023, 10:00 am - 11:00 am

Are you considering the Employee Ownership Trust (EOT) as an exit strategy for your business? If so, this webinar will provide you with vital information about the tax implications of this move.

Since its introduction in 2014, the EOT has proved to be a feasible exit option for business owners.

It’s a flexible option, and by making the right choices, you can ensure you meet the requirements for the tax incentives and deliver the best results for the seller, the company and the employees.

Aimed at professional advisers, this session gives attendees the opportunity to hear directly from tax experts Richard Jones from ICAEW and Nick Wright from Jerroms Miller. They will cover the following topics:

  • Legislative requirements for CGT exemption & bonus payments
  • The HMRC approvals process
  • Inheritance tax and the EOT sale
  • Personal tax planning
  • Taxation on an EOT exit

They’ll also give their views on the current EOT Legislation Consultation and any potential amendments.

Details

Date:
13 September 2023
Time:
10:00 am - 11:00 am
Event Category:
Website:
https://www.eventbrite.co.uk/e/taxation-and-the-eot-tickets-705370170167