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A round up of our latest blogs, commentary or office news. Get in touch if you need more details on any of the topics covered.

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EOT Share Valuation

EOT Share Valuation

The tax costs of overvaluation are significant should HMRC consider the transaction overvalued. Getting an independent valuation early in the EOT thought process is important.

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Disqualifying an EOT

Disqualifying an EOT

Craig Simpson, Tax Partner at Bates Weston looks at the events which can disqualify an EOT and at who becomes responsible for the tax payable.

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EOT and EMI

EOT and EMI

Craig Simpson explains how using an EOT in tandem with an EMI can incentivise the new management team and maintain the EOT qualifying conditions.

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Derby County Women v Huddersfield Town Women 3-1

Derby County Women v Huddersfield Town Women 3-1

Congratulations to Derby County Women on their 3-1 win against Huddersfield Town Women on Sunday. Bates Weston were there as sponsors of the Under 15’s Female Talent Pathway. We went along to see the first team play. The Ewes manager made Ella’s – one of the BW team’s daughter’s – day.

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What is a Family Office?

What is a Family Office?

Craig Simpson, Tax Partner at Bates Weston, explains what a Family Office is and looks at whether your family should have one.

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Graduate Trainee Accountants

Graduate Trainee Accountants

Our Graduate Trainee Accountant programme is now open. If you are graduating in 2024 and are interested in becoming a qualified Chartered Accountant, take a look at our website and apply now.

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