Specialist Topics and Work Areas
Employee ownership trusts and the Finance Bill 2025 changes
Date: 4th July 2025
Time: 10:00am - 12:00pm
CPD hours: 2 hours
Pricing
Non member: £0.00 + VAT
Presenters
Presenter
Pete Miller
Presenter
Nick Wright
OBJECTIVES
Selling to an EOT allows shareholders of trading companies to realise a tax-free sale. This course will explain the basics of selling to an EOT including the changes announced in the Autumn Budget, the first changes since the legislation was introduced.
We will explain the practical issues and how an EOT should fit within a client’s succession planning.
KEY TOPICS
• Why consider an EOT
• How the relief works and who it is intended for
• The relief requirements and what can go wrong!
• New requirements in Finance Bill 2025
• Implementation and ongoing requirements
• Remunerating and retaining employees
WHO SHOULD ATTEND
This session is aimed at all advisors of owner-managed businesses who assist clients with succession planning.
What's Included
- Expert Knowledge from an Industry-Leading Speaker
- Verifiable CPD hours
- CPD Tracking and Certificate
- Live Webinar (if a future date is listed) with Q&A
- The Recording of the Event
- Supporting Materials