An Introduction to Employee Ownership Trusts with Jerroms Miller

Introduction

This virtual classroom seminar will explore the tax and commercial aspects of selling a company to an employee ownership trust.

The exemption from capital gains tax and other reliefs have been with us since 2014 but have gained in popularity since the changes to BAD relief in 2020.

This presentation has been fully updated to include the changes in the Autumn 2024 Budget.

What You Will Learn

This live and interactive session will cover the following:

• What is an EOT?
• Capital gains tax relief requirements
• Loss of relief and other sanctions
• Inheritance tax and income tax issues
• Sale from an EOT
• Recent experience with accounting and compliance issues for the trust and trust company

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.