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Free EOT tools and calculators

Smart, interactive resources to support you at every stage of your EOT journey.

  • EOT explorer

    Assess your business for an EOT from all angles.

    This full EOT feasibility study takes you through three key areas – the sale price, business eligibility, and your mindset.

    5-10 minutes to complete
  • EOT eligibility

    Does your business tick all the boxes?

    Work through the eligibility section of the EOT explorer. Learn about the different criteria and understand how the rules apply to your situation.

    2-5 minutes to complete
  • EOT affordability

    Interested in just the numbers?

    Run the affordability calculator from the EOT explorer to see how much your business can afford to pay for your share. This is just a starting point, not a formal valuation.

    2-5 minutes to complete
  • EOT CGT calculator

    How much Capital Gains Tax will be owed on your EOT sale?

    This tool gives you the sum you’ll owe to HMRC, when it’s due, and includes a comparison of tax payable on an equivalent non-EOT sale.

    1 minute to complete
  • Employee trustee voting tool

    Set up a fair election for your employee trustee

    Help your team choose their employee representative on the EOT board with our easy-to-use voting tool.

    2 minutes to set up
  • EOT portal

    Full visibility for your EOT sale

    Track tasks, upload documents, and see your EOT sale progress in real time – all in one secure space.

What’s your next step?

We can help you find the right path and move forward on your EO journey.

Talk to us
EOA advisor Chartered Institute of Taxation
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