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ICAEW event

Valuation Conference 2023

Thursday 21 September 2023

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Sessions will cover a range of practical and technical issues to keep you at the top of your field, enabling you to provide your clients with solutions to the challenges in this ever-changing sector.

Economic insight

Learn about both UK and global economic trends in one of the most popular sessions at the conference.


HMRC update

Hear the views of Shares and Assets Valuation on three very different fiscal cases.


Intellectual property

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.


Renewable energy

The renewable energy sector is an engine of growth for the UK economy. Learn how such assets are valued from specialists in this area.

The programme

This year's programme provides you with the option of attending either the morning or afternoon session. A full day ticket is also available.

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?
In this session, William Franklin, Partner, Pett, Franklin & Co. LLP, will cover the value of growth shares, discussing what the WEG exposure draft says about growth shares, and CVM, PWERM and OPM – and other alternatives. He will also look at the feedback to the ED and what the are practitioners doing.
Discounts and premia
Join David Mitchell, Managing Director – Valuations at Interpath Advisory, to learn what the discounts applicable to holdings in small private companies are. Control premium will be reviewed, including arguments for (or against), especially when it comes to using the market approach and comparable company method.
Small business valuations
This session aims to answer questions around small business valuations: Is valuing small business all about mutiples?; What discounts are applicable in valuation small businesses?; How to distinguish between business value and owner/founder valuer?; How do entrepreneurs think about value?
HMRC update
Our speaker Steve Thomas, Assistant Director - HMRC Shares and Assets Valuation, will discuss valuation of intangible assets on international transactions, and explore an update of recent cases including Morgan Lloyd, ReadyBuy and Denning.

Specialist valuation sessions

Economic update
During this session, our speakers discuss the outlook for the economy and expectations for growth, inflation and interest rates, as well as the potential risks members should be factoring into their plans.
Valuing renewables
Speakers: Tomas Freyman, Head of Valuations and Modelling, Grant Thornton and Jade Palmer, Director, Grant Thornton
Updated IPEV guidelines - practical implications
Stay updated with the International Private Equity and Venture Capital Valuation (IPEV) guidelines. Katrina Hallpike, Valuations Partner at PwC, will cover economic rights, valuations of destressed businesses, points of difference analysis and more.
Getting terminal value right
Join this session to hear from Andrew Strickland, Consultant, Scrutton Bland, as he discusses what current academic research says about the contribution of growth GDP to terminal g for a mature business, and whether this is empirical support for this.
Closing Comments

Our Speakers

Andrew Scrutton Bland
Andrew Strickland Consultant, Scrutton Bland

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.

Image of David Mitchell
David Mitchell Managing Director - Valuations, Interpath Advisory

David was Head of UK valuations at BDO LLP before joining Interpath Advisory. David 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. He has given testimony on 20 occasions in UK courts, Dubai International Financial Court, part of a deposition in Canada and arbitral tribunals in several jurisdictions.

Image of Katrina Hallpike
Katrina Hallpike Valuations Partner, PwC

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 over 17 years of experience specialising in financial services and technology valuations, including three years offshore in the Channel Islands, two years in Singapore working across South-East Asia and four years leading PwC’s valuation business in Scotland.

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Very knowledgeable speakers, experts in their fields and a course covering all sorts of areas useful to a range of valuers.

Previous attendee ICAEW's Valuation Conference 2022

Very useful, something for everyone in the valuations community, including seasoned practitioners.

Previous attendee ICAEW's Valuation Conference 2022

This event was an excellent opportunity to update valuation knowledge with current and best practice.

Previous attendee ICAEW's Valuation Conference 2022

Expert insight from specialists across a broad spectrum of valuation topics.

Previous attendee ICAEW's Valuation Conference 2022

Join the ICAEW Valuation Community

Expert insights into regulatory and technical changes impacting this increasingly complex field to support you in your work as a valuation practitioner. Membership is open to everyone, including non-ICAEW members.

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