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.
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.
Service Charge Accounts Dispute
Ongoing dispute between flat holder and service charge accountant. Dispute over process of raising invoices and purpose of some invoices.
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.
Valuation of a distributor of electricity
Valuation of a distributor of electricity, heat and water meters as SJE in the context of a divorce and consideration of allegations of diversion of business to a new company.
Valuation of a film and TV production company
Valuation of a film and TV production company as a SJE in divorce proceedings.
A business valuation of a property management business
Appointment to act as a single joint expert in a business valuation of a property management business as part of divorce proceedings.
Defendant found guilty of benefit fraud
Having been found guilty of benefit fraud, the Defendant failed to disclose two investment properties. The benefit was assessed at £549k.
Acting as a single joint expert in a business valuation
Appointment to act as a single joint expert in a business valuation of a manufacturing business as part of divorce proceedings.
Opinion as to the value of a financial training company
Opinion as to the value of a financial training company in the context of allegations of breach of warranty.
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.