Tax valuations

There are many scenarios where taxpayers are required by legislation to determine the market value of an asset for tax purposes. In these circumstances, it is often necessary to have an independent valuation carried out, as part of the requirement to self-assess one’s liability to tax.

Our dedicated team have many years’ worth of experience in preparing valuations for tax purposes, and of working with HMRC’s Share and Asset Valuation Team. The tax valuation services we offer include:

  • valuations relating to approved employee share schemes, including Enterprise Management Incentive schemes and Share Incentive Plans;
  • valuations relating to unapproved employee share schemes;
  • valuations of assets gifted to connected persons;
  • asset valuations at 31 March 1982;
  • valuations for Inheritance Tax purposes;
  • agreeing valuations with HMRC’s Share and Asset Valuations Team, including via the Post-transaction valuation check process.
As part of our service, we are happy to offer an initial meeting, if appropriate, to understand your business and consider any tax valuation requirements that you may have.

If you would like any further information, please contact a member of our Business Tax team.