Independent Tax Valuations

Defensible valuations you can trust.

A human behind every valuation.

Tax Valuations. Trusted. Defensible. Specialist business and share valuations for growing companies, founders and their professional advisers.

CTA — Chartered Tax Adviser
Cert BV — Certificate in Business Valuations, ACCA
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Chartered Tax Adviser
CTA — CIOT Member
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Fixed Fees, Agreed Upfront
No hourly billing
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Independent & Insured
Professional indemnity cover
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Nationally Available
Based in Shrewsbury
✓Fixed fees upfront
What We Do

Specialist valuations

Independent, defensible valuations prepared to professional standards — ready for HMRC submission or transaction support.

Discuss your instruction →
01

Equity Incentive Valuations

Share valuations for all employee equity incentive arrangements — EMI and CSOP options, and employee share plans including ordinary and growth share structures.

EMI · CSOP · Growth Shares
02

Capital Gains Tax

Defensible valuations supporting CGT computations after disposal of unquoted shares and business assets, including Earnouts and EOTs.

CGT
03

Inheritance Tax & Probate

Business and share valuations for IHT and estate tax planning, and for probate purposes.

IHT · Probate
04

Corporate Restructuring

Tax valuations supporting corporate restructures including family investment companies (FICs), group consolidations and reorganisations.

FICs · Group Reorgs
05

Succession & Ownership Transfer

Share valuations for business succession planning and ownership transfer transactions, including Employee Ownership Trusts (EOTs).

EOTs · Succession · Ownership Transfer
06

Employment Related Securities (ERS) Filing

The annual ERS return that follows a share or option grant — prepared and filed with HMRC, a natural complement to your equity incentive valuation.

ERS · Annual Return · HMRC
About

A specialist you can
instruct with confidence

Severn Valuations Advisory is an independent specialist practice focused exclusively on business and share valuations for tax and legal purposes. Unlike general accountancy firms, valuations are not a side service — they are the entire practice.

We work alongside accountants, solicitors, wealth managers and corporate finance advisers, providing specialist input and enhancing your client relationship.

DW
Dave Whitfield CTA
Founder · Severn Valuations Advisory · Chartered Tax Adviser
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Chartered Tax Adviser (CTA)
Member of the Chartered Institute of Taxation. Bound by professional standards and ethics.
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Tax Valuations Specialist
Deep experience in HMRC Shares and Assets Valuation negotiations and unquoted share methodology.
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ACCA Certificate in Business Valuations (Cert BV)
Formal qualification in business valuation principles and methodology.
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Fixed Fees — No Hourly Billing
All fees agreed in writing before work starts. Leveraging technology to deliver outcomes faster.
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Nationally Available
Based in Shrewsbury. Instructed by firms across the UK.
Who We Work With

Built for
professional referrers

The majority of our instructions come via professional introducers.

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Accountants & Tax Advisers

Equity incentive plans, CGT valuations, valuations for IHT/ tax planning, probate valuations — specialist valuations while you retain the client relationship.

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Solicitors

Supporting private client, family law and corporate solicitors on succession, IHT and restructuring.

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Corporate Finance & Private Equity

Transaction support, pre-deal valuations for M&A, Management Incentive Plans, MBO and restructuring.

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IFAs & Wealth Managers

Business valuations for estate planning and wealth structuring purposes.

Fee Guide

Transparent,
fixed fees

Fixed fees agreed in writing before work starts.

We also support one early-stage business each month with a pro-bono valuation — prepared to the same professional standard, at no cost. Get in touch if you'd like to apply.

Get in Touch

Submit an enquiry

Email
enquiries@svadvisory.co.uk
Phone
01743 623 354
Location
Shrewsbury, Shropshire
Instructed nationally across the UK

New Instruction Enquiry

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