We offer robust and impartial advice, able to stand up to the closest scrutiny
The complexities of managing unquoted shareholdings often results in tax disputes, whether it be in relation to income tax, corporation tax, capital gains tax or inheritance tax. The resolution of these disputes commonly involve the valuation of unquoted shareholdings, which in itself gives rise to a minefield of uncertainties and that is where Baldwins Forensic Accounting can help. Combining the specialisms of our highly experienced tax team and forensic accountants we assist with:
- Probate valuations
- Gifts of shareholdings between family members or into trust
- Transfer of shares to employees
- Issue of shares to employees
- Granting of options under approved share schemes
- Exercise of options under EMI schemes
- Valuation of the goodwill of your business
- Negotiations with HMRC
Tax valuations are a critical part of an effective tax planning strategy. HMRC is continually focusing on tax strategies, therefore it is important to obtain accurate, objective and effective advice at an early stage with any tax planning. We work with our clients at every step of the valuation process and are able to maximise efficiencies by minimizing the diversion of time and resource from the client’s business activities.
Tax valuations are often an ‘art form’ as opposed to a science and we at Baldwins Forensic Accounting are able to draw on a highly skilled team of tax and forensic specialists who are able to offer the relevant analysis with robust and impartial advice, which is able to stand up to the closest scrutiny.
Case Study Tax Valuation
We can do valuations on probate and advise on tax implications.
Our clients inherited shares in a land and property company from their father. They asked us to prepare a probate valuation. It was a private company and we researched the values of similar, quoted companies to see if an earnings based valuation was appropriate. We also considered the effect of deferred tax on the valuation.