Val231 form pdf 2025

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The document is a request form for a share valuation related to Enterprise Management Incentives (EMIs). It outlines the circumstances under which valuations are needed, such as granting EMI options or when employees exercise these options under specific conditions. The form requires company details, contact information, proposed share values, and supporting documentation. It emphasizes that EMI valuations should be prioritized and provides guidance on submitting the completed form to HM Revenue & Customs.

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Where to send VAL231 form?

The fastest way to submit to the HMRC is to email a completed copy of the VAL231 form along with your valuation report to savexternal.mailbox@hmrc.gov.uk.

What is the valuation of a CSOP?

ESOPs must undergo a valuation at least once every yeartypically as of the last day of the plan year. Having a valuation conducted at least annually ensures that the shares allocated to employees reflect the companys current performance, growth and market conditions.

What is the difference between AMV and UMV?

It determines the exercise price of share options. AMV is usually lower than the UMV due to the consideration of restrictions when calculating it. UMV and AMV are necessary in calculating the value of shares and the tax those exercising options will pay.

How does an EMI scheme work?

How does an EMI scheme work? An EMI scheme is a type of share option plan. At the time of grant, your employees are given an EMI option to buy shares in your company at a future date at a certain price (i.e. the exercise price) after meeting certain conditions, e.g. performance and/or service period.

What is a VAL231?

The VAL231 is a form you will complete to obtain a HMRC-approved valuation of your company. You will submit the form alongside a valuation report. Why should I seek a HMRC-approved valuation before granting share options under the EMI scheme?

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What is valuation with an example?

Valuation is a quantitative process of determining the fair value of an asset, investment, or firm. A company can generally be valued on its own on an absolute basis or a relative basis compared to other similar companies or assets.

How do I email EMI valuation to HMRC?

The fastest way to submit to the HMRC is to email a completed copy of the VAL231 form along with your valuation report to savexternal.mailbox@hmrc.gov.uk. Note that you do not need to include a street or city name when contacting the HMRC at this address.

Val231 form pdf 2025

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What is a VAL231?

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