Succession Planning - Employee Ownership Trusts

We welcome you to our ‘Succession Planning - Employee Ownership Trusts’ panel discussion, where business leaders who are thinking of exiting their organisation can use the potential of an Employee Ownership trust as a vehicle to do so.

Our panel will provide expert advice as well as organisations who have been through the process themselves and can provide live examples of their journey.

The event looks to engage with business leaders who are planning for the future, both for themselves personally and also their organisation. Employee Ownership Trust’s may be a model you have not heard of before or have perhaps considered and may be looking for more information. The panel discussion will cater on both of those fronts and also provide the opportunity for you the audience to ask any questions on this topic along the way.

Sandy Lindsay MBE, Tangerine Communications
Sandy Lindsay was awarded an MBE in 2015 for services to business and young people, and, in the same, year, named Institute of Director’s Director of the Year. She founded Tangerine in 2002, which is now 120+ consultants, promoting some of the world’s largest brands and, in 2017, she fulfilled a 15 year old promise by placing it into Employee Ownership. Ten years ago she launched The Juice Academy, a multi award-winning digital marketing apprenticeship, which has since created more than 500 jobs for young people. She is also Senior Non-Exec Director of the Rugby Football League and Trustee/council member of several charities.

Hena Mosby, Brewin Dolphin
Hena is highly skilled at dealing with high-net-worth entrepreneurs with complex financial needs, providing bespoke advice throughout their business journeys.

Her clients often need further support from solicitors and accountants and Hena is adept at recognising which specific additional assistance is required, providing guidance and facilitating introductions. This has earned her the well-deserved reputation of being the go-to person for clients with complex needs.

Hena has more than two decades of experience of financial planning, building up considerable expertise. After a period working in banking, she joined RBC Brewin Dolphin in 2016. Based in our Manchester office, she is a Chartered Financial Planner and a Chartered Fellow of the Chartered Insurance Institute.

Liz Hunter, KPMG
Liz is a Director in the KPMG tax practice and specialises in employee equity rewards, Employee Ownership Trusts and venture capital reliefs.

Liz has over twenty years’ experience as a specialist in the design and implementation of UK and international executive and employee equity incentive plans.  

• Liz supports both quoted and private companies (including private equity backed and family-owned and employee-owned businesses) in relation to statutory and bespoke equity reward arrangements.  
• Liz started her career in corporate tax with a big 4 firm and after a period of time supporting Owner Managed Businesses with a range of tax advisory help, then specialised in 2000 to focus on employee reward planning.
• Liz supports companies across a wide range of sectors providing commercial value-add support at all life cycle stages (formative, fast-growth, mature and through corporate event transaction impact too).
• Liz also advises in relation to Employee Ownership Trusts (EOT) and tax-free qualifying bonus plans for eligible EOT controlled companies.

Philip Dyer, Healthy Leaders

Philip has a business career which has spanned over 30 years and a broad range of sectors. Whatever the business sector his focus has always been people, identifying the barriers to personal growth and development and how these impact on organisational aspirations and ambition.

Whilst Philip’s experience extends to international businesses, his passion lies with owner managed businesses; often referred to as the backbone of the British economy.

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