Business and Share Valuations

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

  • 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.

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

View the existing level of HMRC Enquiries in our Fee Protection Insurance Blog.

Business Valuations
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 including tax investigations. Our team has a wealth of experience preparing valuations for fiscal purposes, in a format HMRC understand – negotiating on your behalf to ensure agreed valuations are achieved as quickly and efficiently as possible.
Probate Valuation
In many probate cases, agreeing a business or share valuation with HMRC is a priority. Even if no IHT (Inheritance Tax) is at stake, or full BPR (Business Property Relief) is available, agreeing a valuation is still vital - this way the beneficiaries start off with the best CGT (Capital Gains Tax) base cost possible. Our valuation team can provide the executors (either directly or through a chosen solicitor) with a fast, effective and reliable valuation of the deceased’s shares and/or business.
Tax Valuations
There are a number of reasons why a tax valuation might be needed and, when such circumstances arise, it is essential that the value attributed is robust and defendable in the event HMRC look at the transaction. Our expert team is well versed at producing accurate valuations that mitigate the risk of incurring additional tax costs, interest or even penalties further down the line. We are even able to manage a Post Transaction Valuation Check on behalf of our clients; working directly with the HMRC in a quick and efficient manner in order to give peace of mind that the amount payable has been pre-agreed.
Transaction Valuations
There are many occasions when clients’ could benefit from an independent share or business valuation, for example: if one side to a commercial transaction requires a second opinion, or for the purposes of calculating a company’s or business’ sale value. Working closely with our Corporate Finance Team, our Valuation Team provides valuations for prospective business sellers and purchasers to aid financial negotiations.
Valuations for Share Schemes
Attributing a value to the shares of a company and rolling out a shares scheme can prove problematic and complex; which share scheme is best for your business, how to attribute a value when there is no ‘market’ to speak of, what happens if the value is set too low? At Hart Shaw we have experience of working with business of all sizes to carry out valuations and delivering reports – ensuring that it is compliant with what HMRC expect to see.