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.
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We are proud to be recognised as a Top 100 Accountancy firm in the Accountancy Age 2024 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.
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