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Home / Simons-Taxes /IHT, trusts and estates /Part I8 Valuation /Division I8.3 Valuation of particular types of property /Valuation of shares and securities for IHT / I8.316 Valuing unquoted holdings between 50% and 75%
Commentary

I8.316 Valuing unquoted holdings between 50% and 75%

IHT, trusts and estates

The introduction of the higher rate of BPR of 100%, which applies to all unquoted shares qualifying for the relief1, means that in many cases it will not be necessary to value unquoted holdings with 50% or more of the votes. There may, however, still be some holdings which have to be valued, for example because the transferor has not owned them for the requisite two years before a transfer occurs, or the company is a property or investment holding company, or owns excepted assets.

For a further information on BPR generally

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