Sundial Tax & Finance Ltd

Address
276 Ewell Road
Surbiton
Surrey
KT6 7AG

Phone:
07749 080806
Email:
[email protected]

Visit Website

When would you need a private company share valuation?

1. BUYING OR SELLING AN INTEREST IN A PRIVATE COMPANY
This includes transactions with third parties, shareholder disputes and succession planning.
A professional valuation bridges the aspirations of the seller with those of the buyer and so enables a deal to be struck in the minimum amount of time.
2. ESTATE PLANNING AND INHERITANCE TAX CALCULATION
By knowing the rules on company valuations for tax purposes we ensure that the estate pays no more tax than it needs.
3. SHAREHOLDER INSURANCE
To provide funds to pay for the shares held by the estate of a deceased director/shareholder, a professional valuation of the company is needed for the insurance policy,
4. DIVORCE SETTLEMENTS
Where either or both spouses own shares in a private company, a professional valuation of the shareholdings enables the parties to agree and move on with the minimum amount of fuss.
5. TAX EFFICIENT COMPANY SALES
Sensible and timely measures taken to reduce the capital gains tax liability on sale.

For further advice, phone David Cane on 0845 177 0036 or 07749 080 806