Deep dive into the EOT

Booking Details

25 Oct

  • Deep dive into the EOT

  • When: 10:00 - 11:00

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What should I expect attending this event?

How does the EOT work in practice? Attend this webinar for an overview of the tax implications of the EOT.

Since its introduction in 2014, the Employee Ownership Trust (EOT) has proved to be a feasible exit option for many business owners. It’s a flexible option, and by making the right choices, you can meet the requirements for tax incentives and achieve the best results for the seller, company and employees.

Aimed at professional advisers, this session will let you hear directly from legal experts Douglas Roberts and Nimarta Cheema of TLT Ltd. They'll cover the following topics:

  • benefits and drawbacks of the EOT
  • financial aspects
  • legal conditions
  • protections
  • warranties and controls

Douglas Roberts is a partner in the Corporate team at TLT. He has more than 23 years of experience advising on corporate legal matters such as M&A and equity investments, and has carried out corporate advisory work across a broad range of clients, including SMEs, family businesses and start-ups. He is recognised as one of Scotland’s leading solicitors dealing with employee ownership, having helped more than 35 companies make the transition, including Kidzcare, Alan Steel (Asset Management), The Scottish Gallery, Your Equipment Solutions and Reid & Fraser. He has also acted for Capital for Colleagues plc in regards to investments in employee-owned companies. He is qualified in both Scotland and England and Wales.

Nimarta Cheema is a senior associate in the Corporate team at TLT who specialises in M&A transactions, with a focus on employee ownership. She advises a range of clients, including owner-managed businesses and large companies across a variety of sectors. Her knowledge covers a wide range of corporate transactions, including acquisitions, disposals, private equity investment, corporate reorganisations and general corporate matters. She is an experienced employee ownership adviser, having advised on some of Scotland’s largest employee ownership transactions, such as Carlton Bingo and Guitar Guitar.


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