Employee Ownership Trusts - an introduction

The changes to Business Asset Disposal Relief has accelerated already growing interest in Employee Ownership Trusts (EOTs).

In this session we will be looking at how EOTs work, both in theory and practice, while also considering what needs to be in place to increase the probability of a successful conclusion to the transaction.

Richard Ross will open the session with a discussion identifying the steps to prepare for the transfer of business ownership. This will be followed by Mark Garner who will share his experience of both acquiring and selling businesses.

After the break, We will hear from John Kahn and Katie Harman who will give a comprehensive overview of Employee Ownership Trusts and consider their pros and cons.

This will be followed by Matthew Lambert who will share his experience of taking a business through the EOT process.

The session will conclude with an opportunity for questions and general discussion.

Agenda:

Introductions

Getting Succession Ready

Richard Ross

Realising Business Value - a dispatch from the front line

Mark Garner

Comfort Break

Employee Ownership Trusts - why they deserve a closer look

John Kahn - Principal Associate Mills and Reeve

Katie Harman - Associate Mills & Reeve

Risk & Policy Analysts - a case study

Matthew Lambert - Managing Director RPA

Group discussions

Questions and Close

About our Guest Speakers:

Mark Garner started his professional career in corporate finance, advising clients of a regional accountancy firm on mergers and acquisitions. He has since acquired, developed and exited several businesses, is an experienced chairman and non-executive director and has a wealth of experience in building and realising business value.

John Kahn is a corporate tax lawyer with a particular focus on employee ownership trusts, employee buyouts and employee share schemes and options. John also specialises in the tax aspects of M&A transactions, (including with respect to warranty and indemnity insurance) and employment tax matters.

Katie Harman is a corporate tax solicitor who advises on a wide range of tax matters, such as corporate M&A deals, employee ownership trusts, and real estate tax issues

Matthew Lambert is the Managing Director of Risk & Policy Analysts (RPA). He joined RPA in 2017 and led the firm's transition to Employee Ownership in 2019. He has over 20 years of consultancy and industry experience, holding senior positions across a wide range of sectors.

Date: 26 February 2025

Time(s): 4.15pm til 7.00pm

Where: The Enterprise Centre, University of East Anglia, Norwich Research Park, Norwich, NR4 7TJ


Coffee, tea and exceptionally fine cake will be served


The new format means this series of Masterclasses will have fewer places available. To encourage commitment we are now charging £20 per session. However, we will continue to cover the costs of these sessions and all ticket revenue will be donated to the Norfolk Community Foundation. Refunds will not be given for cancellations or non-attendance but you will feel the warm glow of knowing your money has been spent on helping someone!

Register here

Upcoming Masterclasses...

Employee Ownership Trusts - an introduction

26 February 2025

The steady reductions in Business Asset Disposal relief announced in the Autumn Budget have led many to reconsider their exit options. In this session we will look at a range of possible routes with a deeper look at Employee Ownership Trusts.

Find out more and book

What people have to say about previous events....

Two great presentations - although I'd experienced the business sale process before was good to hear the pitfalls from James again. Richard is always easy to listen to and his delivery is great. James explained each element in a interesting way - could easily have lost people if the delivery had been tedious! Love the idea of the presentations - this one was less interesting to me than the previous one - cake made up for it!

Michael Bayley | Barric Limited

Radostina was marvelous, intelligent and had a lovely presence. Excellent speaker. Both talks were informative and intelligent. There were plenty of takeaways and the peer-to-peer conversation was engaging as well. Also, the cake halfway was a nice touch. I'll do anything for cake.

Rob Morley | Fountain Partnership

Beginning to plan seriously for retirement and being a relative newbie in Norwich, it was refreshing to be introduced to a firm that places great emphasis on technical analysis and thoughtful planning. Too often, in my experience, IFAs are more concerned with style over substance but Chadwicks, through their Masterclass sessions offer real insight into investment management and retirement planning. Whether as a professional adviser or, like myself, someone looking for genuine insight into the changing times of today, I would recommend the sessions wholeheartedly.

Andrew Thorpe | Former Finance and Operations Director | Jarrold Norwich

This was my first event, and I was impressed with how it was operated, the topics covered and the quality of the speakers.

Faith Pearce | MA Partners LLP

I have been a regular attendee at Chadwick’s business seminars for several years and without fail I have found the sessions to be useful and practical on the one hand whilst thought provoking and inspiring on the other. Many advisers can put on topical seminars, few can make you feel that you want to go on to study the subject yourself!

Dawn Parkes | Managing Partner | Hatch Brenner

Chadwick’s Masterclasses are one of the highlights in my calendar. Clearly, a great deal of thought and preparation goes into them, which results in useful and up-to-date information that helps me plan my personal money matters, develop my business and think more clearly about what to do next in this ever-changing world. I strongly recommend them to anyone looking to improve the management of their finances.

Lindsey Mack | Director

I cannot recommend Chadwick’s Masterclasses too highly nor say enough good things about them. Chadwick’s Masterclasses provide fresh insights and offer practical steps to build, maintain and retain value in businesses. Richard delivers clear and well-thought-out advice while challenging preconceptions. The workshops are thoroughly researched and never turn into sales presentations. I learn something every time I attend.

Paul Palik | Partner | Corporate Team | Birketts LLP

I enjoyed all the sessions and took away a golden nugget or two from each of them.

Tracey Aldous | Mint BB