Our rescheduled Tax Advisory event Life After Transition: Living With An Employee Ownership Trust will now be taking place on Thursday 13th November!
A real world look at the day to day realities of operating under an EOT structure, including leadership dynamics, cultural shifts and governance.
This will be delivered by our Tax Director Paul Brown, along with John Shinnick, Strategic Advisor and owner of Shinnick LLP and Tim Frankland, Managing Director at Claremont. It includes:
✅ What life is really like living with an EOT
✅ Insights from an experienced EOT trustee on the much misunderstood role of the trustee
✅ Insights from a senior executive within an EOT owned business on running a business in an EOT environment
✅ Tax traps post transition and how to avoid them
Who should attend?
If you’re looking for approaches to align your key team member’s goals with your business growth, helping you retain top talent while keeping your tax liabilities in check, then this is for you.
How much does it cost?
It’s absolutely free to attend – all we ask is that you come ready to learn, talk to new people and strengthen existing relationships 🤝
If you haven’t visited IN HQ previously, please note that there is free parking on site.
What can I expect?
This event will start with a bit of networking and a light breakfast of fruit, pastries, tea & coffee from 8.30 prior to a 9am start.
We would hope to get through the content by 10, but will be available after for further questions, networking, coffee…
Event Details:
Date: Thursday 13th November
Time: 08:30 to 10:30am
Location: IN Accountancy, 2 Station View, Rhino Court, SK7 5ER
Can I bring a colleague?
Yes, absolutely! This event, whilst packed with actionable information is also about building and expanding connections, so please feel free to extend the invitation – so long as there is an interest in offering Employee Ownership Trusts, then all are welcome!
Do I need to RSVP?
Yes please – it really helps us to plan if you can let us know you will be coming. It also helps us think about who might be a great contact for you, so we can look out for introductions 🙏🏽