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.