Case study categories: Members

Medical Practice with property

Valuation of an incorporated property holding business and a medical practice partnership. Specific rules to follow regarding treatment of goodwill in medical practices.

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Caravan Sales and Rentals

Shadow appointment to review the husband’s disclosures and the SJE valuation and to raise questions for the wife’s solicitor to make to the SJE.

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Farm Partnership

Farm valuation to aid with the civil dispute between siblings. Aim being for one to take on the farm and the other to take on the property portfolio.

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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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