Taxation >

Business and Share Valuations

From time to time, business and share valuations can be required for a number of purposes:

• To find out why it’s a good idea to agree valuations with HM Revenue and Customs before implementing share or share option schemes see the Valuations for Share Schemes page.

• In many probate cases, agreeing a business or share valuation with HMRC is a priority. Even if no IHT is at stake, or full BPR is available, agreeing a valuation is still vital. This way the beneficiaries start off with the best CGT base cost possible. For more detail see our Probate Valuation page.

• It’s a fact of life that many marriages fail. We have experience producing valuation reports which comply with the Civil Procedure Rules.  Further information is available on our Matrimonial Valuations page.

• Business Valuations are often needed for tax purposes across a number of different taxes (CGT, IHT & Stamp Duty) and for a number of different reasons, not least of which are tax investigations. Our team have in depth experience preparing valuations for fiscal purposes in a format HMRC understand. We can negotiate on your behalf to ensure agreed valuations are achieved as quickly and smoothly as possible. Our Tax Valuations page explains more.

• Working with our Corporate Finance Team, our valuation team provide valuations for prospective business sellers and purchasers to aid their negotiations. See our advice on our Transaction Valuations page.

From time to time we issue e-lerts covering new developments in the field of Business and Share valuations. If you would like to receive these updates please click here to subscribe and include your name, business name and contact details.

For a current view on the current level of HMRC Enquiries see our Fee Protection Insurance Blog.

For details of our other tax services follow these links:

• Tax Returns and Tax Compliance
• Tax Investigations
• Business and Company Tax Planning
• Tax Planning for Individuals and Trusts
• Share and Share Option Schemes
• Employment Tax Planning
• Property Advice Service
• Will Writing Service

For further information contact Steve Vickers on 0114 251 8850 or email him steve.vickers@hartshaw.co.uk.

We offer all businesses a FREE review of their business activities in the form of a face to face meeting, at your offices, with a Partner who specialises in the area of expertise relevant to you. Please contact Brendan Hall on 0114 251 8850 for more details.