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Valuations

Share valuations for tax purposes, prepared so they stand up with HMRC.

At a glance

Valuations of private company shares where the value affects a tax position, such as employee share options, gifts and transfers of shares, and transactions between connected parties.

Who this is for

  • •Companies granting EMI or other share options
  • •Shareholders gifting or transferring shares
  • •Owners planning succession or restructuring

What is involved

We review the company's accounts, forecasts and share rights, prepare a valuation for the tax purpose in question and, where appropriate, agree it with HMRC. Fees are agreed before work starts.

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What we offer

  • Share valuations for EMI and other employee share options
  • Valuing shares for gifts, transfers between family members and other tax events
  • Market value questions on transactions between connected parties
  • Agreeing valuations with HMRC where a tax return or claim depends on them
  • Indicative valuations to support tax and succession planning

Our valuations are prepared for tax purposes. Where you need a formal independent valuation, for example for a dispute, lending or a sale, we can work alongside a specialist valuer.

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FAQ

Frequently asked questions

What kind of valuations do you prepare?
Valuations of private company shares where the figure matters for tax, such as share options, gifts and transfers of shares, and transactions between connected parties. Our valuations are prepared for tax purposes.
Can you agree a valuation with HMRC?
Yes, where HMRC offers a route to agree the value in advance or check it after the event, we can prepare the valuation and deal with HMRC on your behalf.
What if I need a formal independent valuation?
For a dispute, a court process, lending or a sale, you may need a valuation from a specialist valuer. We will tell you if that is the case and can work alongside the valuer on the tax points.

Need a share valuation?

Tell us what the valuation is for and we will confirm whether we can help.

Message us on WhatsApp
or send a short enquiry

We reply to every enquiry within 24 hours, in confidence. Prefer email? hello@rmhoconsulting.com

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