Valuations

There are a number of common business situations where a share valuation might be required, such as the issue of shares or options to employees, or on a change of ownership of the business. 

A valuation may be required where a shareholder has died and it is necessary to ascertain the value of a shareholding for inheritance tax and probate purposes, or there has been a marriage breakdown and an individual’s assets need to be valued on divorce.

Share valuations for tax purposes may be required:

  • On gifts or sales of shares
  • On the death of a shareholder
  • On events in respect of trusts which give rise to a tax
    charge
  • For capital gains tax purposes
  • When certain transactions in companies take place,
    for example, purchase of own shares by the company.

Newby Castleman has significant experience in valuing shares for tax purposes and will work with you to provide a robust valuation service.  We can also assist and support you in negotiations with HM Revenue & Customs.

If you are in need of support or assistance get in touch with our friendly team of tax specialists today at hello@newbycastleman.co.uk to discuss how we can help you. We look forward to hearing from you.

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