Ensure tax compliance with our pragmatic advice and robust valuations
HMRC and overseas tax authorities often require valuations in connection with a possible charge arising.
For example, a transfer of ownership of shares may give rise to a tax charge, at which point a valuation is likely required to help determine any tax liability. Our team includes highly experienced valuers who regularly negotiate and agree valuations with HMRC.
We work closely alongside our business and corporate tax and our private client tax team’s to ensure any tax charge arising is supported by a robust and practical valuation, and that any exemptions and reliefs are utilised.
Tax valuations are often required for, and not limited to, the following:
- Disposals arising in a capital gain
- Probate and inheritance tax purposes
- Business reorganisations
- Management incentive plans
- Transfers of intellectual property
For help with tax compliance, contact our expert team.
Paul McKeown brings an impressive track record and over three decades of experience as the firm’s Head of Valuations. His experience and expertise cover all aspects of valuations, and he specialises in navigating complex business and share structures for commercial, accounting, regulatory, litigation and tax purposes. Throughout his career, Paul has provided invaluable advice on… Read more
Tax compliance insights
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