Webinar Recording: Employment Ownership Trusts (EOTs) – We were joined by James Morrison (Partner, Corporate), Scott Kennedy (Partner, Corporate), and Jon Stevens (Partner, Global Head of Tax & Private Capital) from DWF Law as they discuss the benefits, challenges, and practical considerations of Employment Ownership Trusts (EOTs) in business succession planning.
Key takeaways from this session:
✅ What is an EOT? Understanding the structure and key components.
✅ Why consider an EOT? Exploring tax efficiencies and business advantages.
✅ How to implement an EOT? Practical steps for structuring and executing the transition.
✅ Future developments – How EOTs and their qualifying conditions are evolving.
With changes to CGT and BADR, shareholders are increasingly looking at tax-efficient exit strategies. This webinar provides expert guidance to help you assess whether an EOT is the right solution for your business. Watch now to stay informed and ahead in the evolving business landscape.
Slides are available here- DWF EOT Presentation