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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.
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:
The services we provide in this area include:
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.
Our private client team is one of the top accountancy firms for private client in the UK.
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
Tolley's Taxation Awards 2019 Best Private Client Practice Finalist
We are a founder member of The International Accounting Group (TIAG)
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