To provide an understanding of the fundamental concepts of valuation, issues arising, the differences in approach for tax & other purposes and how to minimise your risk
Why you should attend
The course will include:
- Bases of & factors affecting valuation
- Principles from statute & case law
- Valuing different sizes of shareholdings
- Negotiating with HMRC - Shares and Assets Valuation
- The information standard
- Valuation of employment related securities
- Valuing shares at 31 March 1982 or other base dates
- Goodwill
- Possible approaches to and considerations in valuations for non- fiscal purposes, including commercial, litigation and divorce
Who should attend
Partners, managers & staff who may become involved with share and business valuation issues, whether in practice or in industry, for sales and purchases, disputes, tax, employee awards, incorporation and other.
Speakers
Jenny Nelder
Jenny Nelder is a chartered accountant and partner in Bruce Sutherland & Co, an independent firm of unquoted company share and business valuation specialists.
She has been involved in valuing shares and businesses for many different purposes since 1981 when she left Touche Ross (now Deloitte). She lectures on share and business valuations for a number of professional bodies and contributes articles on the subject to the professional press.
She is a member of the Society of Share and Business Valuers and of the ICAEW Valuation Special Interest Group.
Costs
Delegate price - Single booking
£48.00 + VAT
£195.00 + VAT