All employee share plans – an introduction to SIP
Date: Wednesday 7 March 2018
Presenter: Sarah Anderson
The Share Incentive Plan ("SIP") is probably the most tax efficient share plan in the UK, enabling zero tax rates for employee shareholders.
Find out more about SIP, its key benefits, how to establish a SIP plan, and how it worked in real life for one of our clients.
The Employee Ownership Trust as a third party sale alternative
Date: Wednesday 21 March 2018
Presenter: Garry Karch
In this session, we will compare the EOT with trade sale and private equity sale alternatives. You’ll find the results interesting, with the takeaway being that a properly structured EOT transaction can be very competitive with the traditional sale alternatives from a valuation and gross proceeds comparison. Add to that the benefits that employee ownership brings to a company and business owners have another viable alternative when it comes to transition and succession planning.
EMI post implementation
An introduction to Employee Ownership Trusts
An introduction to business valuation