UK Valuation Types
Every share valuation has a purpose. We deliver independent, defensible reports for the specific UK scenarios below - each mapped to the Optival service that delivers it, with a fixed fee agreed upfront.
How to choose the right valuation type
Every share valuation has a defined purpose, and that purpose shapes the methodology, the valuation basis and the way the report is written. A figure that is robust for an EMI grant will not necessarily satisfy HMRC for a probate valuation; an open-market opinion suitable for an MBO will not be the right reference for a Section 431 election.
The cards below set out the most common UK scenarios we cover, each mapped to the Optival service that delivers it. Pick the one that best matches your situation - or, if you're not sure, send us a short brief and we'll confirm the right scope.
Defined purpose
Tax, transaction, governance or estate planning - each requires a specific basis of value.
HMRC-aware
Reports written in a format and tone consistent with HMRC's Shares & Assets Valuation team's expectations.
Fixed fee, 5 working days
Fee agreed upfront, report delivered within 5 working days of receiving complete information.
Browse valuation scenarios
Each page sets out when the valuation is required, our methodology, key UK considerations and indicative timeline.
Transaction Support
MBO Valuation
Independent valuation supporting a management team buying the business they run.
Read moreHMRC & Tax Valuations
Probate / IHT
Open-market share valuations for HMRC IHT400 submissions and estate administration.
Read moreEMI Valuations
Section 431
Unrestricted market value reports supporting the 14-day Section 431 election.
Read moreEquity Structuring
Growth Shares
Hurdle-based valuations for growth share schemes used to incentivise key staff.
Read moreHMRC & Tax Valuations
Tax (HMRC)
Tax-driven valuations for share schemes, restructurings and post-transaction rulings.
Read moreStrategic Value Review
Strategic Valuation
Board-level valuations to track value creation, prepare an exit and steer the business.
Read moreHMRC & Tax Valuations
Gift Valuations
Defensible market values for lifetime gifts of shares and estate planning.
Read moreValuation Types FAQ
Quick answers before you choose a scenario.
Not sure which type applies to your situation?
Tell us a little about the context and we'll confirm the right scope and fixed fee - usually within one working day.
Speak to a Valuer