Could an Employee Ownership Trust be a solution for your client?
We can assist you with as much of the transaction as required.
Go EO can support you with:
- Ensuring situation is suitable, meeting criteria for tax perks
- Signing off modest valuation and affordable payment plan
- Tax clearance request under transactions in securities
- Guidance re trustees (or us acting as independent trustee)
- All legal documentation for the sale
- Companies House submissions post sale
- Stamp duty submissions post sale
- Trust registration with HMRC
Get in touch to discuss our EOT assistance.