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Tax Valuations

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 clients business activities.

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 KTS Forensic can help. Combining the specialisms of our highly experienced tax team and forensic accountants we assist with:

  • March 1982 valuations relevant for Capital Gains Tax
  • 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 KTS Forensic 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.

For further information regarding our tax valuation services, or for a no fee, no obligation consultation, get in touch by email or ring 0292 082 9000.

 

Tax Valuation Case Study

Our clients inherited shares in a land and property company from their father. They asked us to prepare a probate valuation.

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Telephone:
029 2082 9000 | 01685 872 028

Registered Office: The Counting House, Dunleavy Drive, Celtic Gateway, Cardiff CF11 0SN Registered Number: 4777212 Place of registration: England & Wales © Copyright 2016 ktsowensthomas. All rights reserved.