Interest in employee ownership is rising across the UK — and here in Northern Ireland. Here are the key developments this month.
EOI roadshows spark interest across Northern Ireland
Our Belfast and Omagh sessions on 15 October brought together owners, advisers and trustees to explore the Employee Ownership Trust (EOT) model.
- Practical guidance on valuation, finance and governance.
- Clear focus on cashflow and future profits during transition.
- How EOTs protect jobs and keep businesses rooted locally.
Construction and education sectors explore EOTs
Recent sector pieces highlight new use cases:
- Construction companies using EOTs to retain skills and secure continuity (22 Oct).
- Independent schools considering EOTs as sustainable ownership routes (15 Oct).
Governance reminder: trustee residency matters
HMRC guidance reinforces that trustee UK residency and robust governance are essential to maintain tax reliefs. If trustees move outside the UK within four years of the sale, a disqualifying event may arise and CGT relief can be lost.
Read more on trustee residence.
What this means for Northern Ireland businesses
- Succession on the horizon? Now is the time to assess EOT suitability.
- Use EOI’s feasibility support to test the numbers and plan governance.
- Local examples such as S&W Wholesale, SCC Ltd and CBRE NI show what is possible.
Take the next step
We can help you decide if employee ownership fits your plans:
- Watch case studies and learn the model.
- Apply for feasibility study support.
- Join the EOI mailing list for updates.
- Email: catherine.muldoon@employeeownershipireland.com
Question for you
Which part of your succession plan needs employee ownership most — people, culture, or long-term resilience?
