Caledonian Exchange
19A Canning Street
Edinburgh, EDH EH3 8HE
United Kingdom
The Employee Ownership Trust (EOT) journey: legal, cultural and real‑world insights
What the event is about:
Join CEED Scotland and Lindsays for a focused and practical introduction to what an Employee Ownership Trust (EOT) is, how it is established, and how it functions as a tax‑efficient, long-term succession strategy.
Date: Thu 7th May’26 from 10am to 12:45pm
Venue: Lindsays Solicitors, Caledonian Exchange, 19A Canning Street, Edinburgh, EH3 8HE
Registration: Click today to book your place
This session brings together legal, advisory and business experts to explain what EOTs are, why more companies are choosing them, and how the model can support long‑term succession planning.
Nicholas Howie of Lindsays will outline the structure and legal framework of EOTs, along with the key steps involved in moving to employee ownership. Carole Leslie of Ownership Associates UK will explore the cultural and organisational impacts, including what changes, what remains familiar and how trustee governance works in practice.
You’ll also hear valuable insight from Brian Thomson of jmarchitects as he shares their real‑world journey of a business that has transitioned to EOT set up, including how they engaged employees, communicated the transition and the results they’ve seen.
The session closes with a Q&A, with all speakers available to address your questions.
What you will gain
- A clear and practical understanding of what employee ownership is and how EOTs work
- Insight into the legal and technical steps involved in transitioning to an EOT
- A real‑world perspective from a business that has recently embarked on the EOT journey
- Greater confidence in assessing whether employee ownership could be right for your organisation
You will hear from
- Nicholas Howie | Partner in Corporate Law | Lindsays
- Carole Leslie | Adviser | Ownership Associates UK
- Brian Thomson | Managing Director | jmarchitects
