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CPD

Valuation of Unquoted Company Shares & Businesses - Commercial, Litigation & Taxation Issues

Presenter: Jenny Nelder
17 June 2010
Time
9.15 - 4.45 (including lunch)
Location:
British Dental Association, 64 Wimpole Street, London W1G 8YS
CPD: 6 hours

What are the course aims and objectives? 

This course will provide you with an understanding of the fundamental concepts involved in valuing shares and businesses. It will consider the approaches for the purposes of tax valuations. It will look into case studies related to real-life situations of the preparation and negotiation of valuations for purchases/sales, litigation, tax, etc. 

Who should attend? 

Anyone working in an organisation who may become involved with valuation matters, including partners, managers and other advisers in corporations. 

Contents

  • Bases of valuation 
    − earnings 
    − assets 
    − dividends 
    − other 
  • Factors to be considered in valuation 
  • Valuing different sizes of holdings
  • Principles from statute and case law and their practical application 
  • Negotiation with HMRC-Shares and Assets Valuation 
  • The information standard for tax purposes 
  • Valuation of employment related securities 
  • Goodwill and its identification on incorporation or the arms length purchase and sale of businesses 
  • Valuing shares at 31 March 1982 or other base dates 
  • Case studies to illustrate the issues 
  • Possible approaches to and considerations in valuations for non fiscal purposes, including commercial, litigation and divorce 

After attending this course you will be able to: 

  • Advise on the approach to valuation for any purpose 
  • Ensure the relevant factors have been taken into account 
  • Understand the principles from statute and case law practical application 
  • Feel confident with your approach to valuation

FEE: £290 plus VAT or 4 ‘Block Places’ (from £216 plus VAT) inc lunch

For further details:

To book on this course please complete the form below, and an invoice will be sent to you for payment.

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Tick here if you would like these booking(s) to be utilised against your "Block Places Scheme" (4 Block Places per delegate)
 

  

Terms:
A full refund (less 20% administration charge) will be made for cancellations received in writing or by email not less than 15 days prior to the course. Cancellations after this time are charged at the full fee or Block Places treated as utilised.

Please click here for full terms and conditions.

 

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