CGT computations on 9 residential and commercial properties
Nine properties held in a marriage to be assessed for CGT if they were to be sold or transferred between the parties or externally.
CGT computations for residential properties
CGT computations to determine CGT liabilities if 4 residential properties within a marriage were sold or transferred either between the parties or externally.
Residential service charge accounts dispute
A dispute centered on service charge accounts for a small flat complex.
HMRC mistake
A loss of profits claim against HMRC. Due to a mistake by HMRC in issuing two UTR numbers to a client, the client was unable to obtain a remortgage product on an investment property. Client therefore incurred additional interest and costs on bridging loans before having to sell the property.
Pension determination
Obtaining information on pension policy and then calculations to assist with a pension sharing order and advice on how to invoke the required transfer.
Business valuation for large family investment business
Business valuation to support a share transfer within a family related to a family-owned and run commercial property investment business.
Business valuation of large commercial property investor
Business valuation for large successful commercial property investment business.
CGT calculations on court order distribution of assets
Simple CGT computations on distribution of assets based on a court order.
Two specialist recruitment businesses
Two specialist recruitment businesses with complex share structures.
Chilly valuation
Valuation of two trading groups involved in the manufacture and service and installation of refrigeration, air conditioning and cooling systems to large retailers, pubs, hotels etc
Crypto Case
HMRC dispute case involving undeclared gains on crypto currency over many years. Significant gains leading to large HMRC determinations, interest and penalties.
Valuation of a charge on a property
Challenging valuation case of a charge on a property which came with a suite of conditions which will be determined based on possible future events.
Business Valuation of mainly online fashion retailer
Online clothing brand valuation with economy seriously affecting recent results. Challenge to consider what the outlook was for the business.
Valuation of care home groups
Valuation of 2 groups of care homes as a SJE in divorce proceedings.
Valuation in divorce proceedings
Valuation as a SJE in divorce proceedings of an IT business providing optimisation software to Liquid Natural Gas fleet operators.
Valuation of a company
Valuation of a company providing surgical equipment as a single joint expert.
Valuation of a niche law firm
Valuation of a niche law firm specialising in Road Traffic Accident compensation claims, in the context of a partnership dispute.
Business benefits and assets
£1.2 million benefit and £600k available assets which is said to include legitimate income earned by the defendant’s businesses.
Instructed to review the Prosecution’s claim that £350k was stolen.
Defendant has pleaded guilty to fraud by abuse of position whilst employed as the bookkeeper at a farm. Instructed to review the Prosecution’s claim that £350k was stolen.
Valuation of a building company
Valuation of a building company with net assets >£1 million following a breakdown in the relationship between the sole shareholders.
Advice as a shadow expert
Advice as a shadow expert in a partnership dispute concerning the account of profits of a care home.
Advice to a wife in relation to a historical court order
Advice to a wife in relation to a historical court order providing for her to obtain a percentage of the value of the ex-husband’s business by way of a lump sum payable after several years.
Probate valuation
Valuation of shares in a metal dealer as part of Estates that were passing into Trusts established by the majority shareholder and another by one of the minority shareholders.
IFA valuation
Valuation in matrimonial proceedings where jointly owned company’s IFA client list moved to a new platform in return for loan advances combined with partial disposals and transfers of interests to the personal companies of a director.
CGT calculations
CGT calculations for matrimonial proceedings in relation to a settlement relating to a number of residential properties.