Exit, Succession, Legacy: A Panel Discussion on Employee Ownership Trusts.

Join us for an expert panel on succession planning and employee ownership, discussing the technical, legal, tax and funding considerations.
About this Event

Ymadael, Olyniaeth, Etifeddiaeth: Trafodaeth banel ar Ymddiriedolaethau Perchnogaeth gan Weithwyr

Mewnwelediadau cyfreithiol, treth ac ariannu ar gyfer cynghorwyr a pherchnogion busnes.

Ymunwch â ni ar gyfer panel arbenigol ar gynllunio olyniaeth a pherchnogaeth gan weithwyr, gan drafod yr ystyriaethau technegol, cyfreithiol, treth ac ariannu er mwyn grymuso cynghorwyr a pherchnogion busnes i ddod o hyd i'r llwybr cywir at olyniaeth ym maes Perchnogaeth gan Weithwyr.

Dyddiad: Dydd Mercher 7 Hydref 2026
Amser: 9am – 11.30am
Lleoliad: The Management Centre, Prifysgol Bangor
AM DDIM

Ai EOT yw'r llwybr cywir i chi / eich cleientiaid?

Mae Ymddiriedolaethau Perchnogaeth Gweithwyr (EOTs) wedi dod yn llwybr ymadael poblogaidd i sylfaenwyr. Fodd bynnag, mae angen cynllunio cyfreithiol ac ariannol gofalus ar EOTs i sicrhau bod y newid yn effeithiol ac yn gynaliadwy.

O ran strategaeth ymadael neu gynllunio olyniaeth, mae llawer o berchnogion busnes yn ceisio arweiniad gan eu cyfrifydd neu gynghorwyr proffesiynol eraill.

Mae Cwmpas, Darwin Gray a'r ACCA wedi trefnu'r digwyddiad rhad ac am ddim hwn i rannu mewnwelediadau ymarferol ynghylch manteision a gofynion Ymddiriedolaethau Perchnogaeth Gweithwyr (EOTs), gan roi'r wybodaeth sylfaenol i gynghorwyr a pherchnogion busnes i ystyried y llwybr cywir iddyn nhw a'u cleientiaid.

Beth sydd gennym ar y gweill?

Bydd tîm Perchnogaeth Gweithwyr Cwmpas yn rhannu mewnwelediadau ymarferol i sut y gall busnesau Cymru elwa o ddod yn eiddo i weithwyr.

Bydd arbenigwyr M&A o'r cwmni cyfreithiol Cymreig Darwin Gray yn rhannu'r ffactorau cyfreithiol a strategol allweddol y dylid eu hystyried o ran EOTs.

Yn ymuno â ni bydd panelwr o HSBC, yn ogystal â chyfrifydd lleol a fydd yn rhannu goblygiadau technegol ac ariannol EOT.

Byddwn hefyd yn clywed gan fusnes Cymreig sy'n eiddo i weithwyr am eu profiadau o berchnogaeth gweithwyr fel opsiwn olyniaeth.

Bydd Lloyd Powell, Pennaeth ACCA Cymru hefyd yn rhannu mewnwelediadau i gynghorwyr o ran cefnogi cleientiaid yn eu cynllunio olyniaeth a'u trawsnewidiad EOT.

Mae brecwast ysgafn wedi'i gynnwys, yn ogystal â chyfle i rwydweithio â busnesau a gweithwyr proffesiynol eraill.

Pwy ddylai fynychu?

• Cyfrifwyr
• Cynghorwyr Proffesiynol
• Perchenogion busnes sy'n ystyried cynllunio olyniaeth

Agenda

9.00 cyrraedd, rhwydweithio a brecwast

9.30 dechrau'r panel

10.30 diwedd y panel

10.35 ACCA

10.45 rhwydweithio pellach

11.30 diwedd

Prif bwyntiau

· Mewnwelediadau ymarferol a technegol i EOTs a phwy sydd fwyaf addas ar eu cyfer

· Beth mae'r broses EOT yn ei olygu a phrif ystyriaethau.

Gwybodaeth ychwanegol

Bydd data cofrestru mynychwyr ar gyfer y digwyddiad hwn yn cael ei rannu â threfnwyr y digwyddiad. Caiff y data ei brosesu yn unol â'u polisïau preifatrwydd priodol; gellir gweld dolenni i'r rhain isod:

Darwin Gray: https://www.darwingray.com/privacy-policy

Cwmpas: Polisi Preifatrwydd

ACCA: PRIVACY POLICY

Os oes gennych unrhyw ymholiadau ynghylch hyn, cysylltwch â ni drwy dudalen Eventbrite.

---------------------------------------------------------------------------------------------------

Mae croeso i unrhyw un sy'n mynychu siarad Cymraeg yn y digwyddiad.

---------------------------------------------------------------------------------------------------

Exit, Succession, Legacy: A Panel Discussion on Employee Ownership Trusts
Legal, tax and funding insights for advisors and business owners.

Join us for an expert panel on succession planning and employee ownership, discussing the technical, legal, tax and funding considerations to empower advisors and business owners to find the right route to succession in relation to Employee Ownership.

Date: Wednesday 7th October 2026

Time: 9am – 11.30am

Location: The Management Centre, Bangor University

FREE

Is an EOT the right route for you / your clients?

Employee Ownership Trusts (EOTs) have become a popular exit route for founders. However, EOTs require careful legal and financial planning to ensure the transition is effective and sustainable.

When it comes to an exit strategy or succession planning, many business owners seek guidance from their accountant or other professional advisors.

Cwmpas, Darwin Gray and the ACCA have designed this free event to share practical insights on the benefits and requirements of EOTs, empowering advisors and business owners with the foundations to consider the right route for them and their clients.

What do we have in store?

Cwmpas’ Employee Ownership team will share practical insights into how Welsh businesses can benefit from becoming employee owned.

M&A experts from Welsh law firm Darwin Gray will be sharing the key legal and strategic factors that should be considered when it comes to EOTs.

Joining us will be a panellist from HSBC, as well as local accountant who will share the technical and financial implications of an EOT.

We will also hear from a Welsh employee-owned business about their experiences of employee ownership as a succession option.

Lloyd Powell, Head of ACCA Cymru will also be sharing insights for advisors when it comes to supporting clients in their succession planning and EOT transition.

A light breakfast is included, as well as a chance to network with other businesses and professionals.

Who should attend?

· Accountants

· Professional Advisors

· Business Owners thinking about succession planning

Key takeaways

· Practical and technical insights into EOTs and who they are best suited for

· What the EOT process involves and key consideration.

Agenda

• 9.00 arrival, networking and breakfast
• 9.30 panel starts
• 10.30 panel concludes
• 10.35 ACCA
• 10.45 more networking
• 11.30 close

Additional info

Attendee registration data for this event will be shared with the organisers of the event. The data will be processed in accordance with their respective privacy policies, links to which can be found below:

Darwin Gray: https://www.darwingray.com/privacy-policy

Cwmpas: PRIVACY POLICY

ACCA: PRIVACY POLICY

If you have any queries about this, please contact us through the Eventbrite page.