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Valuation expertise

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.

Our approach

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.

Our services

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

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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.

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Knowledge Articles

Read all of our Share Scheme & Valuation knowledge articles here

Granting EMI options too close to a sale

27 November 2023

Supreme Court’s Decision on Vermilion Holdings Ltd v R&C Commers [2023] BTC 26

10 November 2023

Claritas have their say on the EOT Consultation

9 October 2023

EMI schemes – moving the goal posts

28 June 2023

Earn-out valuations

24 May 2023

Changes to CSOPs

1 April 2023


Our clients say

The Claritas team were flexible and responsive in relation to our needs from beginning to end on the sale of our business.

Along with their expert advice, we really valued this agility, so as the structure of the transaction developed, Claritas adapted their approach to these changing requirements, to provide us with the right advice whenever we needed it.

–   Andy Reeves, Muddy Boots

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Our Solutions

Which area can we help you with?

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Corporate and International Tax

Customs Duty

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Employment Taxes

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Equity Reward

Grant Funding

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Innovation Reliefs

Intellectual Property

Intellectual Property

Land and Property

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Private Client

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Tax Dispute Resolution

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Transactions Tax

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Venture Capital Tax Reliefs

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Get in touch

To find out more about what we do, please get in touch.

    I am happy for Claritas Tax to get in touch with me regarding my enquiry