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Employee ownership trust solicitors

Transitioning to an Employee Ownership Trust (EOT) is an increasingly popular option for business owners considering succession planning. This structure enables companies to reward employees with ownership while ensuring stability and long-term success.

Our experienced employee ownership trust solicitors provide comprehensive legal support to guide you through the process. We deliver tailored advice to help you understand the benefits, meet regulatory requirements, and implement the transition smoothly.

At Stephensons, our expert solicitors work closely with you to address succession challenges and facilitate a smooth transition to employee ownership. As recognised specialists by the Employee Ownership Association, we provide comprehensive legal guidance, ensuring your exit strategy is structured effectively to protect your legacy and the long-term success of your business.

 

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What is an employee ownership trust?

An Employee Ownership Trust (EOT) is a structure that allows business owners to transfer their shares to a trust that holds the company for the benefit of its employees. This approach offers tax efficiencies, enhances employee engagement, and secures the company's future independence.

An Employee Ownership Trust offers an alternative to a traditional business sale, enabling indirect employee ownership. It is often used as part of a succession planning strategy, allowing business owners to secure their company’s future while ensuring continuity and stability.

How we can help

Our specialist team of employee ownership trust solicitors has extensive experience in facilitating the transition to an EOT. We provide expert guidance on all aspects of the process, including:

  • Assessing the suitability of an EOT for your business
  • Structuring and implementing the trust
  • Navigating tax and regulatory requirements (with your tax advisor)
  • Drafting and reviewing key legal documents
  • Ensuring compliance with employment and governance laws

Why choose us?

We are well-regarded legal professionals with a proven track record of advising businesses on employee ownership transitions. Our team is committed to delivering clear, practical advice tailored to your needs.

Our solicitors have earned recognition for excellence in employment law through accreditations such as the Lexcel legal practice quality mark and are ranked in The Legal 500. As members of the Employment Lawyers Association, we stay updated with the latest legislative developments to provide clients with the most informed legal support.

Contact us

If you are considering an employee ownership trust and require expert legal advice, contact our team today. We are ready to support you through every stage of the process, ensuring a seamless transition to employee ownership.

Call us on 0161 696 6170 or complete our online enquiry form to schedule a consultation with one of our specialist solicitors.

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