Share & Business Valuations

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

Content:

• Valuation principles and methodologies
• Factors affecting valuation
• The role of the valuer
• Approaches to giving advice to minimise risk
• Valuing different sizes 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