Book onto our EOT Masterclass today

Castle Corporate Finance - Our window on the world.

Succession – could your employees hold the key?

Castle Corporate Finance is experiencing increasing demand from owner-managers seeking an employee friendly way to exit their businesses, as an alternative to more traditional routes. We are pleased to offer a Masterclass for owner-managers wishing to learn more about one such option – an Employee Ownership Trust or ‘EOT’.

EOTs are a Government initiative to encourage long term ownership of businesses by their employees while offering a tax-free exit for shareholders.

Could it be the right solution for you?

We will cover:

  • What is an Employee Ownership Trust and how does it work?
  • The pros and cons – will it suit your business?
  • What is involved: the key steps in an EOT transaction
  • Employee motivation and engagement
  • Protection of values and legacy

Event Details:

Date: 19th November 2019
Time: 08:30 to 10:00
Cost: £25 to include full English or continental buffet breakfast.

Venue
Salomons Estate,
Broomhill Road,
Tunbridge Wells,
Kent, TN3 0TG

Download the PDF for more information

EOT Masterclass Details

Castle Corporate Finance - Power to the people. Employee Ownership Trusts (“EOT”)

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15th October 2019

Putting you in the picture

Castle Corporate Finance - Power to the people. Employee Ownership Trusts (“EOT”)

Book onto our EOT Masterclass today

Succession – could your employees hold the key? Castle Corporate Finance is experiencing increasing demand from owner-managers seeking an employee friendly way to exit their…
What is NOT a qualifying trade?
A company can be assumed to undertake a qualifying trade, unless it is involved in a non-qualifying trade. Examples of non-qualifying trades are:
  • dealing in land, shares or financial instruments;
  • providing finance or insurance;
  • leasing or receiving royalties or licence fees;
  • legal or accountancy services;
  • certain property-based trades such as property development, farming, market gardening, hotel management and operating or managing nursing homes or residential care homes;
  • the generation or export of electricity or the generation of heat or any other form of energy; producing gas or fuel.
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