Home / Expertise / Law For Business / Employee Ownership Trusts & Employee Share Incentives Employee Ownership Trusts & Employee Share Incentives Overview Contact What clients say Work Highlights Related Insights We have an established track record advising owners and their companies on the transition to employee ownership via an Employee Ownership Trust (EOT). Our combination of Corporate and Tax expertise provides a seamless service when dealing with the technical requirements to qualify for the tax benefits of being EOT owned. We can assist owners in considering whether employee ownership is the right way forward for the future of their company. We help to evaluate the competing requirements of protecting the business legacy, the future operation of the business and obtaining a fair price. We have successfully advised companies on their transition to EOT ownership nationwide. We also advise companies that have made the transition to EOT ownership on any continuing issues that can arise after the transition. We work with specialist advisers who can assist with employee engagement during and after the transition process to ensure the continuing success of being employee owned. Recruiting and retaining key employees is challenging in competitive sectors where employers are chasing a finite supply of highly qualified and sought-after individuals. Share Options and Employee Incentives can provide a differentiator for employers and Geldards can assist with the drafting and implementation of a wide range of these arrangements. We can: help you ensure that the rewards are subject to capital gains tax rather than income tax due to the lower rates of capital gains tax and the availability of a CGT annual allowance. advise on the wide range of share option arrangements including the Enterprise Management Incentives (EMI) scheme, including ensuring that your company documentation (e.g. articles of association) work with the share option documents. advise on all employee share option schemes such as the Share Incentive Plan and the Share Save scheme. Where a company needs to warehouse shares or purchase shares from departing shareholders, we can assist by advising on the setting up of employee benefit trusts to act as a buyer of shares and a method of creating an internal market for shares. When “tax approved” share option schemes do not meet your requirements, we can advise on unapproved arrangements including LTIPs and phantom share option schemes which can provide high value rewards in the appropriate circumstances. We work closely with your accountants to ensure that appropriate share valuations are prepared and agreed with HMRC and to ensure that all necessary returns regarding the share options are filed with the tax authorities. Related expertise include: Corporate Business Tax, Employment Contracts & Rights, Mergers Acquisitions & Disposals, Personal Planning for Business Owners, Property Tax. Related Expertise Corporate Business Tax Employment Contracts & Rights Mergers Acquisitions & Disposals Personal Planning for Business Owners Property Tax Share this page Like to talk about Employee Ownership Trusts (EOTs) and Employee Share Incentives? Debra Martin Partner IN BRIEF FULL PROFILE Andrew Evans Partner IN BRIEF FULL PROFILE All the team Send What clients say "Geldards have proved to be invaluable whilst guiding us through the employee ownership transition. We have been reassured throughout the process by Geldards' professionalism and competence. I would recommend them to anyone contemplating an EOT." Bruce Bollington, Lorax 1 2 Work highlights Employee Ownership Transfer Advice on the transfer of Lorax Limited to employee ownership which has resulted in the Hennie Haynes business staying in south Wales and satisfied the aim of protecting the owner’s business legacy that they had spent 20 years building up. Employee Ownership Transfer Transfer of Cwmni Da, a successful TV production company in Caernarfon, north Wales, into employee ownership. This allowed the company to retain its north Wales location and the benefits the business brings to being located in Caernarfon. Employee Ownership Transfer Pennine Healthcare - successfully advised Pennine Healthcare in Derby, one of the UK’s largest suppliers of medical equipment to the NHS, to transition to employee ownership. Related insights Legal Update: Negotiating contracts – what not to forget Legal Update: The Emergence of Corporate Social Responsibility Webinar: Leaving a legacy through asset protection Webinar: Midlands PowerHour: "No jab, No job" - Vaccination issues in… Legal Update: Choice of law causes turbulence See all Employee Ownership Trusts & Employee Share Incentives Insights By clicking 'Accept All Cookies', you agree to the storing of cookies on your device to enhance site navigation, analyse site usage, and assist in our marketing efforts. Note that accepted cookies can be manually removed using your browser settings. See our cookie policy for more. 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