Tax Disputes & Investigations

Shares Assets Valuation

HM Revenue & Customs' (HMRC) Shares, Assets and Valuation (SAV) is part of its Charity Assets and Residence (CAR) Department.

Shares, Assets and Valuation (SAV) leads and enquiries and negotiations on the value of the following types of assets: -

• Unquoted shares and securities;
• Goodwill;
• Chattels, works of art etc;
• Overseas residential property;
• Ships, aircraft, caravans etc;
• Bloodstock/Livestock;
• Patents/Copyright;
• Know-how/Intellectual Property; and
• Rights to deferred consideration from other disposals.

Most cases we have been involved in have been settled by negotiation. This is always our aim. However, resolution sometimes cannot be achieved with the SAV Case Officer and the case needs to be considered for referral to the dedicated SAV Appeals Team. That team decides whether HMRC should negotiate further or obtain an opinion from an external, independent expert.

It should be noted, however, that the valuation of unquoted UK shares and securities for Capital Gains Tax purposes is a matter for a Tax Tribunal.

How can OneE TDI help?

At the core of OneE TDI is a highly experienced team specialising in all areas of tax disputes and investigations work. We offer confidential, non-judgemental advice to best defend our clients and have a proven track record in successfully managing all contentious tax matters. We provide an outstanding, cost effective service, which results in tangible benefits and savings for our clients. Our advice saves our clients time and money and helps reduce their potential exposure to tax, interest and penalties.

We take control of and manage all parts of a CAR investigation so that our clients can get on with their life and their business. What price peace of mind?

Please see the Testimonials kindly provided by our clients (or their accountants or lawyers), which confirm our levels of client service.

How can I contact OneE TDI?

If you would like a free, no obligation discussion with us please contact either Gary Rowson or Mark Taylor on 0800 652 6156 or complete and submit the online form below:

Whilst we endeavour to provide informative and accurate information, the content on this site is for general information purposes only and should not be taken to constitute tax or legal advice which must always be tailored to individual circumstances. Please contact us if you would like to discuss matters.

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