When delivering an EOT, we pull together a specialist team of 3 – 4 experts that will support you throughout, from the planning stage, through to implementation, taxation and post-implementation where required. Once we have had initial fact-find and advisory meetings and our proposal for the service is accepted by you, this would tend to follow through the below stages:
- Tax Clearance
We also work with EOT legal experts that help to support throughout, including:
- Supporting the initial stage to confirm and discuss your objectives alongside The Smart Accountants
- Communicating, engaging and training with your employee group, key stakeholders and the prospective EOT trustees
- Preparation of all the legal paperwork
- Acting as a trustee on the board of your newly formed EOT.
Beyond this, our partners at The Smart Accountants have vast experience in acting as trustees on behalf of the beneficiaries of the trusts, which in this case would be the EOT. So we can also support beyond the implementation if required.