Valuation of Unquoted Company Shares and Businesses
with Jenny Nelder BA FCA FTII
When
9:30 am - 12:30 pm
Tuesday 11th September 2018
Where
Bristol Golf Course,
St. Swithins Park,
Blackhorse Hill,
Almondsbury,
Bristol,
BS10 7TP
Book a Place
Standard Member Price
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Non Member Price
Call 01225 460167 or email bookings@whitehorseltd.co.uk
Course Overview
This course aims to provide an understanding of the fundamental concepts of valuation, issues arising, the differences in approach for tax and other purposes, and how to minimise your risk. This course will provide an overview of:
- Valuation principles and methodologies
- Factors affecting valuation
- Approaches to giving advice to minimise risk
- Valuing different sizes of shareholdings
- The difference between valuation for commercial and fiscal purposes
- Principles from statute and case law, for tax and other valuations
- Valuations for tax purposes
- Goodwill on incorporation and on acquisition.
Who Should Attend?
Partners, managers and staff who may become involved with share and business valuation issues, whether in practice or in industry, and for all purposes, including sales and purchases, disputes, tax, employee share awards, incorporation, divorce and other.
About Jenny Nelder BA FCA FTII
Jenny Nelder became a partner at Bruce Sutherland & Co, independent specialists in share and business valuation, in 1985, having joined the practice from Touche Ross (now Deloitte) in 1981. She lectures on valuations for a number of professional training organisations and for the national and local bodies of the accountancy and tax professions. She writes articles on the subject of valuation. She has been appointed as an expert in a number of cases, for tax and other purposes and has appeared in Court, Tribunals and mediations. She is a member of the Society of Share and Business Valuers.
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