Insights & Analysis

Valuation Insights

Expert perspectives on share valuations, market trends, and regulatory developments.

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UK Tech Sector Valuations: Q4 2023 Market Analysis
Market UpdatesTechnology

UK Tech Sector Valuations: Q4 2023 Market Analysis

Our quarterly analysis of valuation multiples across the UK technology sector, with insights into emerging trends.

20 November 20255 min read
HMRC's Updated Guidance on Share Valuations
RegulatoryFinance

HMRC's Updated Guidance on Share Valuations

Breaking down the latest HMRC guidance and what it means for your business's share scheme valuations.

5 October 20256 min read
Healthcare M&A Trends: Valuation Implications
M&A InsightsHealthcare

Healthcare M&A Trends: Valuation Implications

How recent consolidation in the healthcare sector is affecting valuation approaches and multiples.

20 August 20257 min read
Case Study: Minority Shareholder Dispute Resolution
Case StudiesManufacturing

Case Study: Minority Shareholder Dispute Resolution

How our expert valuation helped resolve a complex minority shareholder dispute in a family-owned business.

15 June 202510 min read
Retail Sector: Navigating Post-Pandemic Valuations
Market UpdatesRetail

Retail Sector: Navigating Post-Pandemic Valuations

Key considerations for valuing retail businesses in the current economic environment.

10 April 20256 min read
Shareholder Valuation Disputes: A Guide for UK SMEs
Case StudiesFinance

Shareholder Valuation Disputes: A Guide for UK SMEs

Practical guidance for UK SMEs on resolving shareholder valuation disputes - from articles and shareholder agreements to independent expert determinations.

29 April 20269 min read
VAL231: Step-by-Step Guide to HMRC's EMI Valuation Form
RegulatoryTechnology

VAL231: Step-by-Step Guide to HMRC's EMI Valuation Form

A practical walk-through of HMRC form VAL231: what to file, how to agree UMV and AMV with Shares and Assets Valuation, the 90-day rule, and the most common reasons submissions get pushed back.

9 June 202610 min read
HMRC Shares and Assets Valuation (SAV): Process, VAL231 - What to Expect
RegulatoryFinance

HMRC Shares and Assets Valuation (SAV): Process, VAL231 - What to Expect

A practical guide to HMRC's Shares and Assets Valuation team: what SAV does, when VAL231 applies, how the review process works, typical timelines and how to prepare a submission that gets agreed first time.

12 June 20269 min read