Register now for our March webinar in partnership with DWF and hear from experts James Morrison (Partner Corporate), Scott Kennedy (Partner Corporate), and Jon Stevens (Partner, Global Head of Tax & Private Capital), where we’ll discuss the positives, pitfalls and practicalities around one of the most discussed aspects of business succession planning in Northern Ireland over the past year, namely the Employment Ownership Trust (“EOT”).
With a changing tax landscape for CGT and BADR, shareholders are looking for tax-efficient alternatives to enable an exit and the continuation of their business. With tax and other benefits, an EOT could be an employee ownership model to benefit both exiting shareholders and the underlying business. This session is designed to equip you with the knowledge and tools to understand whether an EOT is right for your business.
📅 Wed, 26 Mar
⏰ 11:00 – 12:00
Key Takeaways from this session:
What is it? Gain a comprehensive understanding of the essential components of an EOT
Why use it? Explore the tax, business and practical advantages of EOTs to better understand if it is right for your business and how to stay the right side of the rules.
How do I do it? Learn how to structure your business and the EOT as part of the sale to the EOT to ensure it is tax efficient
What happens next? A look ahead to how we see EOTs and their qualifying conditions evolving
James Morrison, Partner Corporate, DWF
James is a Corporate Partner at DWF with over 20 years’ experience advising businesses and investors on a wide variety of corporate acquisitions and restructuring in both UK and, Ireland. James has also provided training on a wide variety of commercial law matters and is a member of the Law Society of Northern Ireland Commercial Steering Group.
Email: James.Morrison@dwf.law
Scott Kennedy, Partner Corporate, DWF
Scott is a Corporate Partner at DWF with over 25 years’ experience of advising on all corporate M&A and venture capital transactions with a particular interest in advising early stage/growth companies with a strong technology focus. He is a member of the DWF’s Venture Capital group which is one of the largest in UK boasting over 75 specialist lawyers with expertise in VC work.
Email: Scott.Kennedy@dwf.law
Jon Stevens, Partner, Global Head of Tax & Private Capital, DWF
Jon is the Global Head of DWF Tax and Private Capital practice and the Office Managing Partner of DWF Birmingham. He has extensive experience advising clients on all aspects of taxation arising on corporate transactions, structuring and real estate projects. His expertise includes advising on all tax matters, including tax efficient structures, associated with property development and property investment including large scale regeneration projects and the renovation and refurbishment of empty commercial properties.
Email: Jon.Stevens@dwf.law
Register today for your opportunity to gain a competitive edge in understanding both the legal and tax ramifications of EOTs.
This is a rare opportunity to learn from DWF industry experts and stay ahead in the ever-evolving landscape since the last Budget.