Employee Ownership Trust

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Empower your team. Preserve your legacy. Transition with integrity.

Design and implement an Employee Ownership Trust (EOT) that enables a principled and tax-efficient transfer of business ownership to your workforce. This structure allows founders and shareholders to exit gradually or fully, while safeguarding the company’s culture, values, and long-term mission.

Whether you're planning succession, embedding stewardship, or aligning incentives across borders, this service provides:

  • Tailored legal structuring to meet UK EOT requirements and adapt for international contexts
  • Governance frameworks that balance employee voice with operational continuity
  • Tax strategy and compliance to optimise reliefs and mitigate cross-border risks
  • Trust documentation and trustee support to ensure clarity, accountability, and ethical oversight
  • Communication planning to engage employees and stakeholders with transparency and enthusiasm

Ideal for SMEs, social enterprises, and mission-driven founders seeking to reward loyalty, foster resilience, and embed values into the ownership model.

Expert-Guided Estate Planning, Made Simple

Select your product, add to cart, and let our expert team guide you every step of the way

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Key benefits of Estate Planning

Protect Beneficiaries

Provide financial security for loved ones

Reduce Taxes

Minimise inheritance and capital gains taxes

Prepare for Incapacity

Ensure decisions are made by trusted people

Avoid Probate

Streamline the transfer of assets to heirs

Control Asset Distribution

Decide who inherits what and when

Protect Your Assets

Safeguard wealth for future generations

Plan for Care Costs

Protect assets from care home fees

Preserve Family Wealth

Prevent wealth from being eroded over time

Gain Peace of Mind

Reduce family disputes and secure your wishes

Estate planning ensures your assets are protected, your wishes are honoured, and your loved ones are cared for.

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