Case study categories: Members

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.

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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.

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CGT calculations

CGT calculations for matrimonial proceedings in relation to a settlement relating to a number of residential properties.

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Advice as a shadow expert

Advice as a shadow expert to a wife whose husband is a partner in a well know London investment house specialising in private equity, credit and real estate. He had an interest in three funds [circa €6.9billion] by way of investment and carried interests.

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Review of Form E

Review of Form E and publicly available information to suggest questions to be put to the husband as the wife considers that business is being diverted to a new entity.

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