Thinking about an Employee Ownership Trust (EOT) for your business?
Join us for a focused and practical webinar exploring the key tax, legal, and commercial aspects of EOTs, including the recent changes, and why getting them right matters.
DATE: Wednesday 22nd October
TIME: 9am – 10am
Setting up an EOT is not just about meeting technical requirements. It takes experienced advisors working in sync across tax, legal, and valuation disciplines to deliver a structure that works both in theory and in practice.
In this session, John Dunlop, Head of Tax and Employee Ownership at Marriott Harrison, and Tom Adcock, Tax Partner at Gravita – seasoned advisors who’ve successfully guided numerous businesses through the EOT process – will share their insights, lessons learned, and real-life examples.
They’ll cover:
- Tax structuring, clearance, and analysis
- Valuation work
- Legal agreements, trust deeds, and compliance
- Commercial considerations and stakeholder engagement
- How to ensure your team is informed, involved, and aligned
Whether you’re at the early stages of exploring employee ownership or preparing to implement an EOT, this webinar will give you a grounded view of what’s involved – and what’s essential for success.
This session, which will cover the above and more, will be run on Zoom from 9-10am. Registration is required by using the button above. After registering, you will receive a confirmation email containing information about how to join the webinar.
By signing up to this webinar, you agree to share your data with Gravita and Marriott Harrison for the purpose of contacting you about relevant content and services.
Meet the speakers
Thomas Adcock
Tax Partner
Gravita
Tom advises a broad range of international clients on the structuring of their global affairs, often involving the use of offshore jurisdictions. His work typically focuses on how specific structures operate to deliver both tax efficiencies and commercial benefits. He provides guidance on the tax implications for individuals and businesses from around the world who engage with the UK market. In addition to his advisory work, Tom is a regular presenter and published author on all aspects of property taxation. He also represents the UK on the International Tax Committee of DFK International.
John Dunlop
Head of Tax and Employee Ownership
Marriott Harrison
John provides UK tax advice targeted on and in the lead up to transactions affecting the life cycle of UK businesses plus all their key stakeholders. As well as experience of traditional M&A activities he has spent a considerable amount of time guiding clients through the set up and maintenance of employee share schemes, Long Term Incentive Plans and Phantom Share Schemes. John has also helped clients navigate the myriad of tax rules in connection with demergers, liquidations and other reorganisation / planning activities.
