Employee Ownership Trusts

Neathouse Partners has a team of dedicated and experienced lawyers who can help businesses like yours implement Employee Ownership Trusts (EOTs) in an efficient and compliant manner.

We take care of the entire Employee Ownership Trust process.

Our experts will analyse eligibility and ensure that the best results are found for employers and employees alike.

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What Is An Employee Ownership Trust?

Employee Ownership Trusts (EOTs) are a special type of Trust that essentially works on the model of businesses selling shares to employees. The HMRC-backed scheme was launched in September 2014 under the Finance Act and encourages an enhanced level of corporate structure.

The scheme carries a number of benefits for employers and employees alike. Our experts can guide you through the entire process for an agreeable outcome. To learn more, get in touch today.

How An Employee Ownership Trust Can Benefit Your Business

Facilitating an employee-ownership model is something that the Government has actively encouraged businesses to do in recent years. Unsurprisingly, it can deliver several benefits for companies that adopt this structure. For starters, selling shares to employees is quicker (usually within 12 weeks) and more convenient than looking for third-party investors (often 12 months or longer).

Financial benefits include noticeable tax savings. Selling the controlling stake under this structure is exempt from Capital Gains Tax (CGT), which can potentially save a company millions. Income Tax and Inheritance Tax liabilities are also avoided.

Another key incentive is that employees have a stake in the company, which instantly changes their mindset. Their increased engagement and attachment to the business can lead to increased productivity, alongside reduced absenteeism and lower staff turnover rates. All of those results will ultimately support the future of your company.

Employee Ownership Trust (EOT) Advantages

Employee Ownership Trusts share several benefits with other popular initiatives like the Enterprise Management Incentive (EMI) share scheme, especially for employees. Workers can benefit from untaxed bonuses of up to £3,600, having a voice in company matters, and knowing that any company sale would generate a big ROI.

For businesses like yours, additional incentives include but are not limited to;

Reduced expenses during the transaction of selling shares,
Give shareholders the opportunity not to sell their stakes,
Know that there is no impact on your Business Asset Disposal Relief,
Be guaranteed to sell at a fair market value,
Avoid the distractions that often surround third-party sales.

Setting Up And Managing An Employee Ownership Trust

Here at Neathouse Partners, we pride ourselves on delivering a comprehensive service that helps you make the most of EOTs.

We can help establish and manage the Employee Ownership Trust to deliver immediate and long-term rewards.

We will;

Confirm that the business meets the eligibility criteria. Check that this is the best solution for the company. Complete the application and set up the Trustee Company.

Manage share purchase agreements to transfer shares to employees. Create the debt from Trustee Company to shareholders. Ensure that trading profits are used to complete EOT contributions.

Why Neathouse Partners?

Renowned expertise

Our team comprises of industry leaders and specialists dedicated to staying ahead of the curve in the latest Employment Law, Health & Safety and HR developments.

Services tailored to you

A fully bespoke 1-2-1 client-adviser model, offering a dedicated, fully qualified and experienced advisor to each client, who can handle all documentation and queries on their behalf.

Fixed fees

We base our prices on fixed monthly retainers, so you and your business receive an unlimited service without unexpected bills. This helps you to budget for your HR and Employment Law spend.

What our clients say about us

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“As a company, we have used Neathouse for a number of years. The service throughout has been exceptional. All matters are dealt with in a prompt and efficient manner. James and Gwyn are always on hand to deal with any issues and have provided detailed employment contracts, staff handbooks and advised on complex matters. I would highly recommend Neathouse as a trusted HR partner.”

Amanda Chalmers Executive Assistant Stretton Capital

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“A great service - fast, professional and friendly with accurate information on all things HR.
Full outsourced HR service is provided giving us peace of mind that we remain compliant”

Steve Griffith Business Manager St Gerard's School Trust

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“Having used the services of Neathouse Partners for many years, I’m confident to say that their employment law advice is commercial and focused on the answer rather than the journey! I have recommended the team to many other businesses and have never heard a bad word said.”

Scott Young Director - Corporate Services RedEye

“The experts on hand have been exceptional, their service is excellent and such value for money. If you are considering outsourcing your HR then I recommend you do.”

Courtney Nangle Charity Manager Sue Young Cancer Support in Leicestershire and Rutland

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FAQ

Frequently asked questions about Neathouse Partners.

What geographical areas does Neathouse Partners cover?

We offer services to all businesses and organisations located in England, Wales and Scotland.

Does Neathouse Partners cover my industry?

We provide HR and employment law services across a range of industries, including:

Health and social care
Retail
Hospitality and leisure
Charities
Construction
Engineering and manufacturing
Commercial cleaning
Healthcare

Visit our industries page for more information on the sectors we cover. If you can't find what you're looking for, get in touch and we'll let you know if we can cover your industry.

What makes Neathouse Partners different from other service providers?

We pride ourselves on our professional yet personal service, and build close working relationships with our clients so that we remain accountable for the advice we give. We provide personalised solutions to our clients, tailoring them to their unique business challenges while making them compliant with UK employment law and HR best practices.

As a business owner, you need to focus on what’s really important to your business, with the peace of mind that we're looking after your HR requirements. We draft, edit and prepare your documents on your behalf, so that you can focus on your business knowing you’re fully compliant.

We're a small collective of specialist qualified employment lawyers and HR experts, delivering an outcome-focused end-to-end service that helps you to operate at your best and comply with both UK law and HR best practices.

You’ll be given your own personal HR Consultant or Employment Lawyer, who'll take their time to really get to know you, your business, and how you operate. This enables us to support what’s right for your business, whenever you need it. Our unique offering of lawyer-led employment law services, combined with expert HR advice, means that we can provide a seamless and consistent service to our clients. Unlike other companies offering HR solutions, our services always come at a fixed cost, enabling you to easily budget for your HR requirements, with no financial surprises later down the line. There’s no usage limits and no hidden extras. You can rest assured that all of your HR and employment law requirements are covered.

Which sizes of companies does Neathouse Partners help?

Neathouse Partners caters to a diverse clientele, accommodating the needs of everyone from small businesses with a single employee to large-scale organisations with 7,000 or more employees.

Have inquiries?

Contact our experts

Contact us, and our team will get back to you within 24 hours. We value your questions and are committed to getting them answered quickly.

We offer unlimited HR and employment law advice, covering all matters throughout the employee lifecycle.

Neathouse Partners provide redundancy advice for employers. Our solution-driven, personal service ensures that employers have access to a named and dedicated HR or employment lawyer to help them expertly navigate HR best practice and employment law, regardless of how complex the issue may seem.

Plan, manage, and monitor health and safety in the pre-construction and construction stages of your project.

Support your staff when they are struggling.

Thinking of giving up your business in favour of an EOT? Learn more >

Lawyers at our firm can draft, prepare, review, evaluate and resolve numerous commercial agreements on your behalf.

We provide specialised HR and Health & Safety services for the health and social care.

We offer unlimited HR and employment law advice, covering all matters throughout the employee lifecycle.

Neathouse Partners provide redundancy advice for employers. Our solution-driven, personal service ensures that employers have access to a named and dedicated HR or employment lawyer to help them expertly navigate HR best practice and employment law, regardless of how complex the issue may seem.

Plan, manage, and monitor health and safety in the pre-construction and construction stages of your project.

Support your staff when they are struggling.

Thinking of giving up your business in favour of an EOT? Learn more >

Lawyers at our firm can draft, prepare, review, evaluate and resolve numerous commercial agreements on your behalf.

We provide specialised HR and Health & Safety services for the health and social care.

Employee Ownership Trusts

Experience the undeniable success of our services – as reflected in our exceptional ratings

What Is An Employee Ownership Trust?

How An Employee Ownership Trust Can Benefit Your Business

Employee Ownership Trust (EOT) Advantages

Setting Up And Managing An Employee Ownership Trust

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