Employee Ownership Trusts & The Autumn Budget 2024 - An Essential Update

Introduction

The Autumn budget on 30 October 2024 introduced some major changes to the EOT regime.

Most will only affect sales to EOTs on or after 30 October 2024, but some will impact existing EOTs.

This new virtual classroom seminar will take you through the changes, so you can see how they will affect new EOTs you are working on, as well as EOTs you have previously assisted.

What You Will Learn

This live and interactive session will cover the following:

• The new relief requirements
• The new disqualifying events rules
• The dividend ‘exemption’
• Valuations
• Claims
• Income tax free bonuses

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.