Professional Advisers

Working together

We frequently work alongside accountants, financial advisers, tax specialists, business consultants and other legal firms to deliver the best outcomes for their clients who are considering employee ownership or other share scheme solutions.

We are happy to do as much or as little as is required by you and will always respect your client relationship.

How we support you and your clients

• Bringing deep expertise in Employee Ownership Trusts (EOTs), employee share schemes and other employee ownership models.
• Providing practical and commercial focussed solutions that complement the financial, tax and strategic advice you give.
• Drafting and implementing the legal framework to put agreed solutions into practice.
• Working collaboratively as part of your client’s advisory team, ensuring advice is joined-up and consistent.
• Keeping the process smooth and minimising disruption for your client.

Why choose to work with us?

• We are an established, 100% employee owned, boutique law firm dedicated exclusively to employee ownership since 2003.
• 200 successful business transitions to the employee ownership trust model completed.
• Proven track record of partnering with professional advisers to achieve outstanding results for their clients.
• Trusted by clients across all sectors and companies of all sizes, from SMEs to larger private companies.
• We are regulated by the Solicitors Regulation Authority (SRA) ensuring high standards always.
• Our firm and lawyers are top ranked in our area of expertise for several consecutive years by legal ranking guides - Chambers & Partners and Legal 500.

Typical scenarios of where we can help

Working with you to advise clients who:

• Are considering succession and exploring a sale to an Employee Ownership Trust (EOT).
• Wish to engage, retain and reward employees through share schemes (including EMI options, CSOP, growth shares, and other bespoke arrangements).
• Need clarity on the tax and legal implications of employee ownership or other share-based incentives.
• Are weighing up employee ownership alongside trade sale, MBO or private equity options.
• Are outside the UK and wishing to extend a share scheme to UK employees.
• Corporate transactions involving one or more companies with existing share schemes.

Respecting your client relationship

We recognise and respect that the client relationship belongs to you. Our role is to provide specialist legal input, reinforcing your position as their trusted adviser and helping you deliver even greater value.

Watch the below testimonial video from Patrick Tolhurst, Managing Partner of Marlborough House Partners

Patrick Tolhurst describes the close working relationship his firm Marlborough House Partners - a legal and business advisory firm for fast growing companies - has with the team at Postlethwaite Solicitors and how we assist with designing and implementing employee share option schemes where needed for his clients.