Features:

A Summary of Toolkit Features

Tax valuations:
  • Capital Gains Tax
  • Inheritance Tax
  • Part 7 ITEPA 2003 (employment related securities)
Valuation models:
  • Capitalising earnings (EBITDA or PAT)
  • Balance sheet net assets
  • Dividend yield
Other features:
  • Support notes
  • Checklist
  • Resources