EXITING YOUR BUSINESS WITH AN EMPLOYEE OWNERSHIP TRUST (EOT)
Tara Walker
3 minute read
Shareholder Tax
Your personal position and your business interests are intrinsically linked. That’s why, to give you the best advice, we’ll always look at the whole picture.
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WHAT IS SHAREHOLDER TAX ADVICE?
Shareholder Tax Advice is all about working with you as an individual. So, we’re curious: what drives you? What keeps you up at night? Where do you want to be in ten years?
We’ll get to know you and your business inside out. And then we’ll work with you to structure your affairs to reach all your goals. Both now, and in the future.
That includes improving your post-tax cash flows, protecting your wealth from unexpected tax charges and guaranteeing any tax liabilities and risks are fully understood.
We’re here to play a proactive role in your future; tailored in a way that works for you. And our pragmatic, personable advice guarantees you tax efficiency. Without any hidden surprises.
WHAT WILL WE CHAT ABOUT?
That depends entirely on you; your business, your individual aspirations, your key challenges. Granted, that probably sounds like a typical tax answer, but as soon as we have a real insight into your world, that’s when we can drill down into what’s relevant and start producing results. We’ll share our expertise, offer our opinions and together, we’ll make it happen.
Our services include:
Business Structuring
Effective business structuring advice looks at what you’ve got, understands your objectives and aspirations, and then moves you towards them by structuring your affairs in the most tax-efficient way.
We’ll be able to help you protect value for the future, plan for an exit or succession, reduce any needless administration time/costs, and save tax.
Share Incentives & Rewards
Share incentives can be one of the best ways to reward and motivate your top talent. Maximising exit value or long-term performance will become the aim of the game. And that means that your key people are aligned to your overall objective.
There are numerous government-designed, tax-advantaged incentive schemes to choose from, alongside a whole range of other advantageous options.
Business Succession Planning
Effective business succession planning rests on a detailed understanding of you, your objectives and the complex UK tax system. Our team have vast experience in building partnerships with clients in your position. We’re proactive, we ask the right questions, and we’ll help you to secure your business’s future and protect your wealth for retirement.
That could be through a sale to a third party or private equity, transitioning to employee ownership, or passing the business on to the next generation of your family either by sale or by gift, directly or into trust.
AGILE, AWARD WINNING ADVICE
We love delivering results for our clients. It’s how we put our passions into practice. And it’s why our team are always picking up awards. Whether it’s a query, a challenge to overcome or a large-scale transaction; we move quickly. And we know exactly how to bring you benefits, add value and make things happen.
Let’s talk today
Want us to call you? Let’s start a conversation!
Jake Mortland
Associate Partner Tax
Get in touch with Jake Mortland
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Reviews
GREG, JUNE 24
“Pragmatic, balanced audits delivered on time and on budget. Thank you!”
“Pleased to be of service, great working with you.”
MATTHEW, JUNE 24
“Professional service. Good communications.”
“Happy to hear it :-) ”
JAMES, JUNE 24
“Results in line with expectations – from a cash perspective lower than hoped but I feel CP helped us get the max for the spend we had.”
“We'll always do our best for you James! ”
TOM, JUNE 24
“The audit team are very easy to deal with and take a common sense approach which helps to make the audit process as pain free as possible. The staff are always friendly yet professional. Any queries and requests raised are always sensible and valid. The fees are also competitive.”
“Absolutely stoked with this feedback Tom - as pain-free as an audit can be :-) ”
MARTA, JUNE 24
“An improvement from last year, weekly catch ups definitely helped to mange the workflows.”
“We hope to keep improving for you Marta.”
RACHAEL, JUNE 24
“I feel I have a great relationship with David, and we understand each other. We have between us, had a great year end and was very happy how we completed the accounts..”
“Thanks so much for your feedback Rachael - David is chuffed to hear it too.”
MARCUS, JUNE 24
“Very supportive as we have brought the audit forward this year. Technical guidance is relevant and timely. Tax support well rounded across all relevant areas.”
“We're delighted to hear this :-) Happy you appreciated all of our support.”
ANDY, JUNE 24
“CP team have been approachable, knowledgeable and fun to work with. Improvements? Perhaps a few more blogs/technical updates.”
“You've been fun to work with too Andy! Thanks for the suggestion on blogs - we'll take that on board.”
JAMES, JUNE 24
“The first audit has been performed efficiently with excellent communication and without any issues of note.”
“Super happy to hear your first audit went smoothly James.”
NICK, JUNE 24
“Audit went well considering that it was the first year and the team were really great and we built a great rapport. There were a number of issues with the first year audit causing it to over run. I would give 4.5 stars and the only reason it is not 5 stars is due to overrun cost and the strength in reasoning behind it.”
“Glad you got on well with our team. We’ve really enjoying working with you too. Nobody likes a project to overrun and we’ve got a good shared plan in place to avoid that this year.”
