Considering a move to employee ownership?
Join Robin Hartley at 12pm for 20 minutes on the dates below and find out more on...
Robin Hartley, Partner
Postlethwaite Solicitors
Robin's 16 year career has focussed on EOT transactions for SMEs with particular emphasis on the financial aspects of the transition and utilises financial modelling to inform decisions.
EOTs & Family Wealth Planning
Aligning the EOT structure with long term wealth planning to
ensure sellers’ financial needs are met
Including: Inheritance tax implications for EOT sellers, EOT proceeds as a seed for long term wealth planning