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Employee Ownership Trusts After the 2025 Relief Cut — Is an EOT Still Worth Considering?

by johnireland | Articles

What Changed in November 2025 Employee Ownership Trusts (EOTs) have been one of the fastest-growing exit routes for UK business owners since their introduction in 2014. Inspired by the John Lewis Partnership model, EOTs allow owners to sell their company to a trust...

58,000 UK Business Owners Plan to Sell Within Five Years — Are You Ready?

by johnireland | Business Builder

The Succession Wave Is Real Nearly a third of UK SME owners aged 43 and over plan to sell within five years. That is roughly 58,000 mid-sized businesses approaching an ownership change, all at a time when the tax cost of selling or passing on a business has increased...

The UK Succession Wave — Why 58,000 Business Owners Face a Five-Year Exit Window

by johnireland | Articles

The Numbers Behind the Wave A quiet but significant shift is taking place across the UK’s small and medium-sized business landscape. According to the Generation EO study published in late 2023 by Ownership at Work and ThinCats, nearly a third of SME owners aged...

Book Recommendation: The Unaccountability Machine by Dan Davies

by johnireland | The Book Shelf

Complex organisations often create systems where responsibility becomes so fragmented that nobody truly controls outcomes. For business owners, this has direct relevance to succession, governance and long-term wealth preservation. Many successful businesses become...

Decision Fatigue Among High-Net-Worth Business Owners

by johnireland | Wellness Corner

Constant decision-making reduces strategic clarity over time. Many business owners delay important personal and estate planning decisions not because they lack awareness, but because mental bandwidth becomes permanently occupied by operational pressure....
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About Us

With over 25 years of experience in Estate Planning and three decades in Independent Financial Advisory (IFA), our team brings extensive expertise to the table…

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