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Tax Valuations

Robust valuations supported by expert tax advice.

Tax valuations play a critical role in many business, estate and personal tax matters. Whether you’re transferring shares, planning succession, implementing an employee share scheme or dealing with probate and inheritance tax, obtaining an accurate and defensible valuation is essential.

Our specialists provide professional valuation services supported by extensive tax expertise. We help individuals, business owners and executors understand the value of assets and provide calculations that stand up to scrutiny from HMRC and other stakeholders.

How we can help

Our tax valuation services include:

  • Share valuations
  • Business valuations
  • Valuations for employee share schemes
  • Probate valuations
  • Inheritance Tax valuations
  • Capital Gains Tax valuations
  • Property and asset valuation support
  • Family business succession valuations
  • Shareholder transaction valuations
  • HMRC valuation negotiations
  • Valuation reports and supporting documentation
  • Tax planning valuation advice

Trusted valuations for important decisions

Valuations often form the foundation of major tax and commercial decisions. Our team combines technical valuation expertise with practical tax knowledge, providing robust and thoroughly supported assessments that help clients move forward with confidence.

Why choose Monahans for Tax Valuations?

  • Experienced tax and valuation specialists
  • Robust, defensible valuation methodologies
  • Support across a wide range of tax scenarios
  • Trusted advice for business owners and families
  • Integrated tax and succession planning expertise
  • Clear reporting and practical guidance

Whether you’re planning for growth, succession or wealth transfer, accurate valuations provide the clarity needed to make informed decisions.

Valuations you can rely on when important decisions depend on them.

Frequently Asked Questions

When is a tax valuation required?

Valuations are often required for inheritance tax, capital gains tax, share transactions, business reorganisations and HMRC reporting.

What assets can be valued?

Assets may include businesses, company shares, property portfolios, investments and other complex holdings.

Why is an independent valuation important?

An objective valuation provides credibility and supports discussions with HMRC and other stakeholders.

Can HMRC challenge a valuation?

HMRC may review and question valuations, making robust supporting evidence particularly important.

Will I receive a formal valuation report?

Yes. We provide clear, well-supported reports appropriate to the assignment.

How do you determine value?

We use recognised valuation methodologies alongside commercial and technical expertise.