Specialist share valuations

A share valuation is an assessment of what a company’s shares are worth at a specific point in time.

A share valuation is used to:

• Set the price at which employees receive or buy shares or options
• Determine the correct tax treatment for schemes like EMI and CSOP.
• Ensure the scheme is fair, transparent and compliant if it's an HMRC-backed scheme, like EMI or CSOP.

It's different from a 'commercial' valuation or a 'business' valuation used to support funding rounds.

If you're thinking of setting up a share scheme, it's highly likely you'll need a valuation for:

• Tax purposes
  
  You need to know the value of your company’s shares to calculate how much tax is due on your side. And to give recipients tax certainty too, should they wish to exercise their right to buy their EMI options for instance, which is just one example. Plus, depending on the scheme you set up and whether it qualifies for tax relief, there could be a limit on the value of the shares you can give in the first place.
  
  
• HMRC
  
  For government-backed schemes such as EMI, SIP, CSOP and SAYE, if HMRC’s Shares and Assets Valuation team agree with the value of the company’s shares (as outlined in the valuation) then you can be assured of tax certainty. Without that confirmation, there’s a risk of both the company and the intended beneficiaries of the scheme losing out on the tax benefits.

It depends on the share scheme you’re setting up.

Because of the tax and legal implications, share scheme valuations are a specialist area. (Good thing you’re talking to share scheme specialists!)

If you're setting up an EMI scheme or CSOP, we can provide tax valuations ready to go to HMRC. For EMIs, we'll also help with the VAL231 form.

It's also wise to get a valuation before issuing growth shares and unapproved options.

To reward stock options to US taxpayers, you'll need a 409A valuation, which we can provide for a small additional fee.

If you’re seeking investment, you need a commercial valuation, which we don’t offer currently (but never say never).

For starters, we have a dedicated in-house valuations team, so you have a single point of contact.

We keep up to date with the latest HMRC guidance and have an enviable track record of successful submissions. We take the time to understand your business and personalise reports.

Plus, valuations are included* in the cost of our share scheme plans, making it far more cost-effective than asking a traditional provider each time.

(*Excludes 409A valuations and complex growth share structures). 

Valuations are only available to existing customers.

Our standard plan includes one company valuation per year. And our guided plan covers up to four per year, which usually is more than enough.*

(*Excludes 409A valuations and complex growth share structures).

Click here for more information on pricing.

Valuations are only available to existing customers.