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EOT Case Study – Hi-Tech Automation Limited

Deal Completed – 2023 Hawsons Corporate Finance had the pleasure of supporting Hi-Tech Automation Limited (“Hi-Tech”), a well-established automation intelligence company, during its transition to Employee Ownership. The company, based in Kettering, Northamptonshire,...

Caring Hands (Care Services) Limited – EOT Case Study

Deal Completed – 2023 Hawsons Corporate Finance had the pleasure of supporting Caring Hands (Care Services) Limited (“Caring Hands”), a well-established domiciliary care business, with their transition to Employee Ownership. Based in Alfreton, Derbyshire, the company...

Is an EOT an EBT? Understanding the differences
Is an EOT an EBT? Understanding the differences

What is an Employee Benefit Trust (EBT)? An EBT is a discretionary trust established by the employer, which, for example, could hold shares in the company for the benefit of a certain group of employees, former employees, and some relatives and dependants – known as...

Eligibility criteria for employee ownership trusts (EOT)
Eligibility criteria for employee ownership trusts (EOT)

Why has the qualifying criteria been put in place? The economic contribution of employee-owned businesses in the UK is significant and growing. Greater productivity and higher levels of innovation whilst being more resilient to economic turbulence are some of the...

EOTs (Employee Ownership Trusts) Tax Free Bonuses
EOTs (Employee Ownership Trusts) Tax Free Bonuses

EOTs and Tax-Free Bonuses In this article, we discuss the tax-free bonuses that employees could benefit from in an employee-owned company. Under a qualifying EOT structure, as indirect owners, the employees are eligible to receive a share of the profits of the...

Employee Ownership Trust (EOT) Benefits for Employees

In this article, we are going to discuss the benefits to employees of a company owned by an EOT, compared to a more traditional limited company or partnership. What does being in an EOT mean for an employee? Employees of a trading company (or group) owned by an EOT do...

Trustees and their role in an Employee Ownership Trust
Trustees and their role in an Employee Ownership Trust

Who are the trustees of an employee ownership trust? The trustees are the directors of the corporate trustee company which holds the shares in the trading company/group. Their role is to ensure that the company is being managed (by the directors of the trading...

EOT Case Study – Hi-Tech Automation Limited

Deal Completed – 2023 Hawsons Corporate Finance had the pleasure of supporting Hi-Tech Automation Limited (“Hi-Tech”), a well-established automation intelligence company, during its transition to Employee Ownership. The company, based in Kettering, Northamptonshire,...