Use form VAL230 to establish the value of your company's shares if your company operates a Share Incentive Plan (SIP).
PDF, 226KB, 2 pages
Use form VAL230 to establish the value of your company’s shares if your company operates a SIP.
If your company operates a Schedule 2 (ITEPA 2003) SIP, you will need to establish the value of your company’s shares on the following occasions:
6 December 2011
6 October 2016
+ full page history
HM Revenue & Customs
Shares and Assets Valuation forms
Shares and Assets Valuation for tax purposes
Tax on savings and investments
Don’t include personal or financial information like your National Insurance number or credit card details.