Valuation of a chain of pubs and restaurants
Valuation of a chain of pubs and restaurants as a SJE in divorce proceedings.
Share valuation of loan account
Share valuation and consideration of loan account.
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.
Loss of profits suffered following a fire
The matter was an arbitration to consider the loss of profits suffered following a fire aboard the vessel in August 2022.
EMI Valuation
EMI valuation of a financial advisory business.
Small CGT case
CGT calculations on sale or transfer of two residential properties either between the parties or externally.
Valuation of two family property investment businesses
Valuation of two family businesses invested into residential and commercial properties.
Small CGT case
CGT computations on sale or transfer of an investment property either between the parties or externally.
HMRC enquiry relating to under declared property income
Married couple had not disclosed property income for 10+ years.
Post office horizon case
Post Office Horizon case with deceased sub postmaster.
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.
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.
Business valuation – catering business
Valuation of successful outside catering group.
Valuation of family investment businesses
Valuation of three family owned and run property investment businesses with complex share structures.
HMRC – Cop 9 Enquiry
Cop 9 enquiry from HMRC relating to underdeclared self employment income, property income and interest covering a period of almost 20 years.
HMRC – COP 9 Case
Cop 9 case with HMRC linked to a number of businesses involved with the importation of motor bikes into the UK. Various taxes under enquiry including income tax, corporation tax, VAT and customs duties.
Shareholder dispute
Assistance to one shareholder in a dispute with their business partner including a review of the financial accounts and other management information.
Shadow review of husband’s financial disclosures
Shadow instruction to review the husband’s financial disclosures to assist the wife’s legal team with raising questions thereon.
CGT computation on disposal of seven residential properties
CGT calculations on sale or transfer of 7 properties either between the parties or externally.
Shadow advice re two divorces impacting large aggregates business
Advice on restructuring of the group to help fund a settlement of the two divorces.
CGT on two residential properties
CGT calculations on sale or transfer between the parties or externally for two residential properties.
CGT computations on 26 residential, commercial and leisure properties
26 properties owned by married couple including residential, commercial and holiday homes. CGT calculations on potential sale or transfer either between the parties or externally.
Fishing competition
Dispute between owner and former owner over alleged pollution seeping into the fishing lakes. Loss of profits claim made and our role, instructed by the defendant’s legal team, was to opine on diminution in value of fishery caused by the alleged pollution.
Civil dispute – shareholders falling out
Dispute between shareholders of a successful manufacturing business leading to one shareholder wishing to exit and wanting to know the value of their shares. Party appointed case but report used by both parties to aid negotiations over value.
Shadow review of valuation report
Shadow expert review of a valuation report produced by a national firm on a legal practice. The review raised a lot of questions for the solicitors to go back to the single joint expert with. Some related to areas of judgement but some related to issues which did not seem to have been addressed by the expert.