Employee Ownership Trust Insights

Compare succession planning routes for SME owners: a third-party sale, Employee Ownership Trust or management buyout, including funding and tax.

EOT funding explained: how the trust pays the founder, deferred consideration, distributable reserves, and the timing traps to avoid.

Employee Ownership Trusts allow a business owner to sell a controlling stake to a trust for employees. Here is how they work in practice for UK SMEs.

R&D Tax Relief, Patent Box, Embedded Capital Allowances and Employee Ownership Trusts are most effective when planned together. Here is how Lexmore approaches them.