Employee Ownership Trusts (EOTs)

Employee Ownership Trusts (EOTs)

For owners of companies who wish to consider some form of corporate exit but would prefer not to sell to a trade buyer or private equity investor, there may be an attraction in establishing an "indirect employee ownership" structure. This would involve selling to an Employee Ownership Trust.

An EOT is a particular type of employee benefit trust which enables the seller to realise the value of his shares tax-free and allows to the company to pay tax-free bonuses up to specified limits, provided various conditions are met.

Additional things to consider:

Fiduchi has expertise in the formation and management services in respect of trusts which may be resident either in the UK or in Jersey. A range of tax and other implications arise from the choice of residence of the trust and tax advice should be taken in all cases.

For example, some types of share plan, such as the tax-advantaged Share Incentive Plans (SIPs) in the UK, are required by law to hold shares in a UK resident trust. Fiduchi can, therefore, provide independent trustee services to support such plans.

Key people to contact

Our Private Wealth services include:

Relevant Articles

No items found.
White Triangle

Want to know more about our Private Wealth services?

Our experienced Private Wealth and Family Office teams are here to answer any questions you may have. With a wealth of knowledge and expertise, they will be able to advise you on right solutions to meet your needs. You can rest assured that core to the Fiduchi principles are how your interests should best be met.

Call our Private Wealth team on: +44 1534 755155

Alternatively, you can message them directly below:
Lavender Triangle
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
White Triangle

Want to know more about our Corporate services?

Our experienced Corporate team are here to answer any questions you may have. With a wealth of knowledge and expertise, they will be able to advise you on right solutions to meet your needs. You can rest assured that core to the Fiduchi principles are how your interests should best be met.

Call our Corporate team on: +44 1534 755155

Alternatively, you can message them directly below:
Lavender Triangle
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
White Triangle

Want to know more about our Fund services?

Our experienced Funds team are here to answer any questions you may have. With a wealth of knowledge and expertise, they will be able to advise you on right solutions to meet your needs. You can rest assured that core to the Fiduchi principles are how your interests should best be met.

Call our Funds team on: +44 1534 755155

Alternatively, you can message them directly below:
Lavender Triangle
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
White Triangle

Want to know more about our Yacht services?

Our experienced Yachts team are here to answer any questions you may have. With a wealth of knowledge and expertise, they will be able to advise you on right solutions to meet your needs. You can rest assured that core to the Fiduchi principles are how your interests should best be met.

Call our Yachts team on: +44 1534 755155

Alternatively, you can message them directly below:
Lavender Triangle
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
White Triangle

Want to know more about our Employee Benefit services?

Our experienced Employee Benefits team are here to answer any questions you may have. With a wealth of knowledge and expertise, they will be able to advise you on right solutions to meet your needs. You can rest assured that core to the Fiduchi principles are how your interests should best be met.

Call our Employee Benefits team on: +44 1534 755155

Alternatively, you can message them directly below:
Lavender Triangle
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.