Our team are experienced across a wide range of valuation areas, advising companies and individuals on the matters which matter most to them.
We work closely with the rest of our advisory teams, as well as other external advisers, to deliver tax valuation advice to clients that is transparent and robust.
We are able to assist clients on a range of valuation matters including corporate acquisitions/ disposals, group reorganisations and incentive plans, through to much more personal matters, such as inheritance tax planning and other personal family matters.
We will work with you closely in order to understand your circumstances fully, such that the tax valuation accurately reflects the position and your needs.
Given how complex tax valuations can be and the fact they are so important to the applicable legal/ tax treatment, we will always talk you through the resulting valuation and the steps we have taken, to ensure that you are clear on this and are satisfied with the position reached.
Equity incentive tax valuations
Tax valuations required for corporate reorganisations
Share valuations for family succession, IHT planning;
Valuations required as part of due diligence prior to a company sale in respect of historical share transfers
Transfers of intellectual property/ goodwill
Stamp duty
Capital gains disposals
Key Contact
Alex Hall
Associate Partner
I am a Chartered Tax Adviser and Chartered Accountant with over 15 years’ experience working in tax. My main focus has been working with owner-managed businesses in a range of different sectors to deliver tax solutions to the companies and their owners.
Read all of our Share Scheme & Valuation knowledge articles here
To find out more about what we do, please get in touch.
