Tax valuations

Tax valuations are critical for organisations when dealing with mergers, acquisitions, employee share options or to streamline their tax risk protection. Harness S&W’s tax valuation expertise.

Tax valuations ensure compliance with tax authorities, while helping companies and individuals identify and mitigate tax risks.

Accurate valuations can help ensure that stakeholders are not exposed to unexpected tax liabilities, and that any tax payable is supported.

We have expertise in preparing valuations for HMRC and other tax authorities, assisting clients with complex tax valuations to achieve the best outcome for our clients.

Our tax valuation services

Tax valuations are often critical for acquisitions or disposals, calculating capital gains, estate planning and inheritance, employee incentives, moving intellectual property or wider restructuring.

Robust tax valuations help ensure compliance with the relevant tax authorities and mitigate risk.

We regularly prepare complex tax valuations in respect of:

Employee share option schemes

Valuation of shares under tax advantaged schemes (including CSOPs, EMI, LTIPs, SIPs) and other non-tax advantaged awards.
Growth share and sweet equity valuations

Supporting the determination of appropriate hurdles and providing valuation of awards used to incentivise management or succession planning.
EOT valuations

Valuations of businesses transitioning ownership to an employee ownership trust, to ensure fair compensation for both the owner and employees.
IHT and probate

Valuations of businesses and assets to establish their market value for inheritance tax calculations, whether for probate or in respect of ten-year IHT charges in respect of trusts.
CGT and income tax

Valuations of assets and businesses when they are sold or transferred.
Stamp duty and IP transfers

Valuation of assets transferred or exchanged for stamp duty compliance.
Carried interest valuations

Valuations of carried interest to support accurate tax reporting and estate planning.
Corporate transactions

Including share-for-share exchanges, business transfers, goodwill on incorporation.
HMRC negotiations

Supporting clients in negotiations with HMRC in respect of complex valuations and those in dispute.

Why choose S&W for your tax valuation?

Our proficient valuations & modelling team has extensive valuation and relevant sector experience, headed by partners and directors from valuation teams in the leading global accountancy firms.

Our experienced tax valuations team has considerable experience in negotiating and agreeing valuations with tax authorities – whether relating to capital gains tax, income tax, inheritance tax, stamp duty or any other charges that may arise.

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When choosing a tax valuation provider, you require a mix of experience, flexibility, efficiency and cost-effectiveness. We deliver this and much more.

S&W will enable you to navigate complexity, while creating opportunity in your business.