My valuation experience spans over 20 years where I have carried out valuations for tax and commercial purposes on both listed and private companies. My specialism is the valuation of non-listed shares and securities for all UK tax purposes including capital gains tax, income tax, PAYE and inheritance tax. I carry out and negotiate numerous valuations with HMRC’s Shares and Assets Valuation in relation to share transfers (at all dates including 31 March 1982 for re-basing purposes), share options, and employee incentive schemes.
Previously, I worked with HMRC, initially with the Capital Taxes Office and latterly with the specialist Shares and Assets Valuation team.
I am a member of HMRC’s fiscal forum and the ICAEW's Valuations Special Interest Group.
- BSc (Hons), Master of Business Administration