Learn about both UK and global economic trends in one of the most popular sessions at the conference.
Hear the views of Shares and Assets Valuation on three very different fiscal cases.
HMRC share their view on differences in valuation techniques when applying OECD pricing rules.
Learn about the current thinking on premiums for control, discounts for lack of control and discounts for lack of marketability.
The latest on the WEG exposure draft and what it says about growth shares.
The renewable energy sector is an engine of growth for the UK economy. Learn how such assets are valued from specialists in this area.
This year's programme provides you with the option of attending either the full day, morning or afternoon session.
Please note that the programme is subject to change.
General valuation sessions
- Chair's opening remarks
- Growth shares - is there value above the current value?
- Discounts and premia
- Small business valuations
- HMRC update
- Economic update
Specialist valuation sessions
- Economic update
- Valuing renewables
- Updated IPEV guidelines - practical implications
- Getting terminal value right
- Closing Comments
William is a Chartered Accountant and a leading share valuer and adviser on accounting for employee share schemes. He is an experienced designer of employee share schemes and conversions to EOT employee ownership. With David Pett, he founded the specialist employee share scheme law firm Pett, Franklin & Co LLP and chairs the Worked Example Group (WEG) which works with HMRC Shares Valuation to develop new valuation worked examples for the HMRC Share Valuation Manual.
Tomas Freyman is a partner at Grant Thornton UK LLP. He leads the UK Valuations & Modelling team. He has particular expertise across Renewable Energy where he and the team have valued in excess of 10 gigawatts of renewable energy generating capacity for dozens of corporates and infrastructure funds investing in wind, solar, energy storage, energy efficiency and biomass.
Becky started working for HMRC in 2015, in their Fraud Investigation Service team, shortly before joining HMRC’s graduate programme. After spending 3 years as a tax investigator, she started working in the Shares and Assets Valuation Team. Her work mainly involves the valuation of intellectual property assets owned by some of the largest global companies. She has also been involved in discussions with other tax authorities to resolve double taxation issues as part of the MAP process.
Katrina specialises in the valuation of early-stage businesses and portfolios. She supports clients buyside and sell-side on transactions as well as performing valuations for financial reporting, tax, restructuring or disputes. Kat also provides advice on valuation process and governance to clients, particularly in the asset management sector. She has experience specialising in financial services and technology valuations.
Tariq is Corporate Finance Partner at Azets and he focuses on Mergers and Acquisitions within the owner managed space. Having previously spent many years in industry, he can relate to and has first hand experience of the challenges facing entrepreneurs. His specialisms include helping clients grow their business through acquisitions, helping management teams buy the business they currently work in, as well as succession planning and executing exit plans for successful entrepreneurs. He has also implemented a number of Employee Ownership schemes for his clients.
Jeavon leads the Economics & Market Insight team, primarily focusing on the UK economy and global developments that impact major financial markets. His team communicates the views of Lloyds Bank externally, both through regular written commentary and formal presentations. Jeavon regularly presents at events across the UK and internationally.
David was Head of UK valuations at BDO LLP before joining Interpath Advisory. He has extensive experience in contentious and non-contentious matters using different valuation methodologies. David has been appointed an expert over 40 times, regarding valuation and quantum of damages or loss of profits from breach of warranty or contract claims, post-acquisition and cross border disputes and infringement of intellectual property rights. Including litigation in UK, DIFC, Canadian, Jersey, BVI and Cayman courts.
Scott specialises in Transfer Pricing Valuations, often centring around the cross-border transfer of intangibles. He is accredited with full chartered membership of the Royal Institution of Chartered Surveyors (RICs) – Business Valuation Faculty. He has successfully represented HMRC on the second ever EU Arbitration Commission Panel Case, where a big Transfer Pricing, Mutual Agreement Procedure Case dispute was resolved by an Independent Panel. He currently advises HMRC’s Large Business Sector on all things intangibles, specialising in valuation for Corporation Tax and Transfer Pricing Purposes.
Andrew is a Chartered Accountant with many years’ experience of corporate transactions with specialism as a business valuer. He is also a main contributor to ICAEW’s quarterly newsletter and presents regularly to service users. Andrew is a consultant to Scrutton Bland where he indulges in work related to business valuation, litigation support and corporate finance transactions, acting for both buyers and sellers, advising value, on the main terms and on the tax implications of transactions.
Having entered the Inland Revenue in 1985, Steve spent seven years in HM Inspector of Taxes before joining Shares and Assets Valuation in 1992. He now heads the office’s Litigation Team. Steve was one of the first Shares and Assets Valuation valuers to become a full Member of the Royal Institution of Chartered Surveyors. He is currently leading the office’s position in several contentious policy areas and is a regular speaker on valuation issues outside HMRC.
Very knowledgeable speakers, experts in their fields and a course covering all sorts of areas useful to a range of valuers.
Very useful, something for everyone in the valuations community, including seasoned practitioners.
This event was an excellent opportunity to update valuation knowledge with current and best practice.
Expert insight from specialists across a broad spectrum of valuation topics.
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