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Whilst share valuation is a requirement for tax reporting, the value of shareholdings is also crucial to understanding the full extent of an individual’s or family’s financial affairs.

Our Share Valuations Service

Share valuations are carried out to ascertain the monetary value of stocks and shares in unquoted companies for a variety of different reasons. One often thinks of the common business situations when a valuation of shares in a company would be required. This might be because of the issue of share options to employees or due to a change in business owners where shares are sold or purchased.

There are some less obvious circumstances which also require the value of shareholdings to be determined:

  • Calculation of the chargeable gain on a gift of shares for Capital Gains Tax (CGT) and/or Inheritance Tax purposes (IHT).  This may be a gift to another entity such as a trust or to an individual.
  • Establishing a 31 March 1982 valuation for CGT purposes.
  • A valuation of a deceased person’s interests for both probate and IHT purposes.
  • A purchase of own shares by a company, for example on an individual’s retirement.
  • Declaration of an individual’s assets on a divorce situation.
  • Valuation of a trust interest on an exit charge or ten year anniversary charge for IHT purposes.
  • Good management of financial affairs and tax planning.

The services we provide in this area include:

  • Consultation and advice on share valuations for IHT planning, probate, estate administration and IHT compliance.
  • Consultation and advice on share valuations for tax planning and compliance.
  • Advice on the value of tax advantaged share schemes such as Company Share Option Plans (COSP), Save As You Earn (SAYE) schemes, Share Incentive Plans (SIP) and Enterprise Management Incentives (EMI).
  • Advice on share valuations and applicable IHT reliefs available, such as Business Property Relief and Agricultural Property Relief.
  • Communication with HMRC and, in relation to this area, its Shares and Assets Valuations (SAV) department.

Share valuations can be complex and expert knowledge is required for compliance with legislation, as well as ensuring the most tax efficient approach is taken.

Share Valuation Specialists

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Why work with us?

Our private client team is one of the top accountancy firms for private client in the UK.

  • Cross Team Expertise
    Cross Team Expertise

    We offer you a truly joined-up service, with both our financial planning and private client tax working together to give you the best possible advice

  • Industry Recognition
    Industry Recognition

    Tolley's Taxation Awards 2019 Best Private Client Practice Finalist

  • International Reach
    International Reach

    We are a founder member of The International Accounting Group (TIAG)

  • Accessibility

    4 Offices, London, St Albans, Rickmansworth and Milton Keynes