Share Valuation, Estate Planning, Capital Taxes Advisory Service, Trusts, The Davis Consultancy

	Davis Consultancy Share Valuation, Estate Planning & Capital Taxes Advisory Services
	phone/fax 0118 946 1133 E Mail
Home Valuation Services tax & estate planning services Principal	Valuation Services
	The valuation of shares in unquoted companies can arise in a number of different circumstances. The Davis Consultancy has many years’ experience of valuing shares in the following circumstances:
	Fiscal	Tax valuations are many and varied – e.g. on death, lifetime gifts, granting of share options, termination of trusts – and values have to be negotiated with HMRC.
	Fair Values:	Valuations under Articles of Association
	Disputes:	Cases arising under Section 459 Companies’ Act 1985 where there is unfair prejudice on a shareholder.
	Disposals	Purchase/sale/mergers/reconstructions all require valuations to be carried out.
	Litigation	Cases arising where a value is being challenged in the Courts – usually under a claim for negligence.
	Sect 103:	A valuation is required where a company acquires assets for non-cash consideration.
	Matrimonial:	Where a divorce is in point a valuation is often required to enable a settlement to be made.
	Accounting	Recent changes in accounting practises require valuations to be made under IFRS2, IFRS3 and FRS20.