News Archive

Bates Weston Summer Newsletter

Read our Summer newsletter, covering topical tax and regulatory changes and proposals, including the impact of recent tax changes on profit withdrawal plans

read more

Sponsors meet U15 football squad members

Bates Weston had the opportunity to meet Grace and Olivia, players in the U15 football squad they sponsor this week. The U15s are one of 9 youth teams on the Derby County Community Trust Female Talent Pathway.

read more

Demergers

Craig Simpson, Tax Partner at Bates Weston reflects on his experience with demergers , with technical meanderings and practical observations of demerger transactions.

read more

EOT Deferred Consideration

Craig Simpson, Tax Partner at Bates Weston, considers the implications of using deferred consideration to pay outgoing shareholders when an Employee Ownership Trust (EOT) is created.

read more

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.

read more

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.

read more

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.

read more

We’re ready to help

News categories

Tweet this!

Services for all business sizes

All the help you need as your business grows. Call us to see how we can help.