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An incorrect valuation can invalidate an EMI scheme, delay a business sale, or trigger an HMRC enquiry. Edge Tax provide specialist tax valuations for the transactions that matter most.
Fixed-fee EMI valuations available · Confidential · No obligation
Valuations carried out by tax specialists, not generalist accountants.
We manage the clearance application process directly with HMRC.
Transparent pricing for EMI valuations agreed at the outset.
When you need us
Many company valuations are straightforward in appearance but carry significant tax consequences if done incorrectly. HMRC does not accept every valuation methodology, and a figure that looks reasonable can still be challenged.
A tax specialist brings knowledge of how HMRC will approach the valuation, what evidence they require, and how to structure the clearance application to reduce the risk of challenge.
Getting it wrong costs more to fix than getting it right from the start.
Common triggers
Our approach
Fixed-fee service
EMI options must be granted at a value agreed with HMRC before options are issued. If the valuation is not cleared in advance, HMRC may dispute it later, with tax consequences for employees.
We offer a fixed-fee service for standard EMI valuations so you know the cost before work begins.
Why us
Valuations are a core part of what we do. We focus on complex tax matters, not general accountancy.
We know how HMRC approach valuation challenges and structure our reports to reduce the risk of dispute.
We work at the pace of your deal and coordinate directly with your legal and corporate finance team.
Pre-sale reorgs, demergers and share-for-share exchanges: we have handled them across a range of sectors.
Fixed fees for EMI valuations. Agreed fees for all other work before we start. No surprises.
We handle valuation and reorganisation work for clients across England and Wales.
Get in touch
Complete the form and we will call you back, usually within two hours on business days.
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Mon–Fri, 9am–5:30pm
Broad Quay HouseBroad Quay, BristolBS1 4DJ
Call us directly. We work alongside accountants, solicitors and corporate finance advisers regularly.
Common questions
EMI (Enterprise Management Incentive) options must be granted at a market value agreed with HMRC before options are issued. If the valuation is not cleared in advance, HMRC may dispute it later, which can result in unexpected tax liabilities for employees. The clearance submission needs to be made and approved before options are granted.
A generalist accountant can produce a valuation figure, but a company valuation for tax purposes requires an understanding of how HMRC will approach and challenge it. The methodology, the supporting evidence, and the clearance process all require tax-specialist knowledge. Getting it wrong costs more to correct than instructing a specialist from the outset.
HMRC aim to respond to clearance applications within 28 days, though complex cases can take longer. We manage the application and follow up with HMRC directly. We will advise you at the outset if we anticipate any delays based on the nature of the transaction.
A pre-sale reorganisation restructures the company before a sale to achieve a more tax-efficient outcome. Common examples include demergers (separating business and investment assets before disposal), share-for-share exchanges, and dividend strips. Each carries its own tax considerations and usually requires advance clearance from HMRC.
Yes. We prepare valuations for use in matrimonial proceedings and for probate purposes. These require specific methodologies and documentation to withstand challenge. We work alongside solicitors and estate practitioners to provide the right evidence for their purposes.
Call Edge Tax today for a confidential, no-obligation discussion about your transaction.
Fixed-fee EMI valuations · Confidential · No obligation
