After the Budget: the latest thinking on exits via an Employee Ownership Trust

In-person panel session | Manchester | 18 March, 08:30 - 11:00

TLT LLP, Eden Building, Irwell Street, Manchester, M3 5EN
18 March 2026 | 08:30 - 11:00

Join us for an in-person panel session and breakfast briefing hosted by the Employee Ownership team at TLT, taking place on Wednesday 18 March 2026 at our Manchester office.

Why attend?

Following our October webinar, we are hosting an in-person panel session for those interested in or considering a sale to an Employee Ownership Trust (EOT) as a potential exit strategy. The session will feature discussion on recent changes to the EOT regime following the Budget, as well as a practical overview of how the structure works, including:

  • The corporate steps and documentation involved
  • Key tax advantages for selling shareholders
  • Valuation considerations
  • Employee engagement during and after the transition

Agenda

  • 8:30–9:00 am: Registration and breakfast networking
  • 9:00–10:00 am: Panel session
  • 10:00–10:15 am: Live Q&A
  • 10:15–10:30 am: Networking

Meet the speakers

  • Holly Bedford, Managing Director, K3 Tax Advisory
  • Jeremy Gadd, Partner, Telos Partners
  • William Ngan, Legal Director, TLT
  • Douglas Roberts, Partner, TLT

Register your interest

Please email tlt.events@tlt.com to register your interest.

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After the Budget: the latest thinking on exits via an Employee Ownership Trust

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Employee Ownership Trusts