Share and Business Valuations

Course outline:

This course provides an understanding of the fundamental concepts of valuation, issues that can arise, the differences in approach for tax & other purposes and how to minimise your risk.

Content will include:

• Valuation principles and methodologies
• Factors affecting valuation
• The role of the valuer
• Approaches to giving advice to minimise risk
• Valuing different sizes and classes of shareholdings
• The difference between valuation for commercial and fiscal purposes
• Principles from statute & case law, for tax and other valuations
• Valuations for tax purposes:
• Negotiating with HMRC - shares and assets valuation
• The information standard
• Valuation of employment related securities
• Valuing shares at 31 March 1982 or other base dates
• Goodwill

CPD Hours: 3