Case study categories: Members

Post Office Horizon Case

Post Office Horizon case for a deceased sub postmaster. Analysis of Horizon data as client’s estate no longer had any business records. Identification of all monies used to “make good” discrepancies with Post Office records and calculations of loss of investment return caused by this loss of money.

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Telemarketing Valuation

Valuation of two telemarketing businesses, an original business and a phoenix business, both of which were still operating. Original business activity now mainly intercompany with new business. SJE approach was to consolidate the businesses and then value the whole.

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Valuation of a builders’ merchant

Valuation of a builders’ merchant covering garden and some construction products – to trade and public. Owner was a sole trader, they moved business to a company with shares held by the spouses during last four years.

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Valuation of children’s nurseries

Valuation of children’s nurseries in the context of a professional negligence claim against a Jersey advocate following allegations of breaches of warranty and an expert determination.

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Small CGT case

CGT calculations on sale or transfer of two residential properties either between the parties or externally.

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Small CGT case

CGT computations on sale or transfer of an investment property either between the parties or externally.

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Farm valuation

Valuation of a family farm to aid with the buy out of one of the partners. The farm is a reasonable sized mixed farm with poultry that is generally profitable.

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Bank dispute

Client has a dispute with their bank over three mortgage loans used to fund growth in their property portfolio. Bank schedules very confusing making the calculation and charging of interest unclear.

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