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Valuation services

Employee share schemes are becoming increasingly popular and effective tools for attracting, retaining, and motivating talent.

Accurate valuations are essential to ensure compliance with HMRC requirements and to optimise tax efficiency. Our specialists work collaboratively to design and implement share schemes that are both commercially sound and tailored to your business objectives.

We offer valuation services for:​

  • Enterprise Management Incentives (EMI)
  • Company Share Option Plans (CSOP)
  • Growth shares and nil-paid shares
  • Unapproved share option schemes​

We take the time to understand the structure and purpose of your business in order to determine the intended recipients of the share options, and to identify any existing schemes or tax reliefs that may impact the valuation.

This ensures we recommend the most appropriate share arrangement and valuation method for your circumstances. While many of the core valuation principles overlap with company valuations, share option valuations require a nuanced approach. We treat each engagement as a unique project, selecting or combining valuation methodologies based on the specific context.

Once a valuation is agreed, we continue to support you through every stage of the process:

  • Review and commentary on the tax implications of scheme terms
  • Preparing and submitting HMRC tax clearance applications
  • Building capitalisation tables and ownership models
  • Illustrating dilution and exit scenarios
  • Collaborating with your legal team to finalise agreements

Our team can provide comprehensive support, from determining appropriate share valuations to liaising with HMRC for valuation agreements when necessary.​

Tailored advice for your business

 Whether you’re exploring your first employee share scheme or refining an existing one, our team is here to help. We’ll walk you through the available options, explain the implications, and ensure your scheme is structured for long-term success.

You may also be interested in our other valuation services:

Get in touch with our experts.

Contact us

Adam Kay
Adam Kay

Partner, London

Key experience

Adam advises UK and non-UK companies on all direct tax matters, as well as Stamp Duty Land Tax matters.
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