Share Valuation Worked Examples Group: Valuation Hot Topics


The aim of the Share Valuation Worked Examples Group (WEG), a joint initiative with HMRC, is to improve understanding and reduce uncertainty for share valuations for employee share schemes. It follows the withdrawal of the HMRC non-statutory ITEPA Best Estimate and Post Transaction Valuation Check (PTVC) procedures by creating more Share Valuation Worked Examples for general guidance.

An initiative by William Franklin of Pett Franklin with advice from the Esop Centre, the Worked Examples Group (WEG) was formed with expert members nominated by the leading share scheme bodies: ESOP centre; ProShare; Employee Ownership Association (EOA); Share Plans Lawyers Group (SPLG)

WEG reviews worked examples submitted by share scheme valuation practitioners before submitting them to SAV.

In this webinar William will give an update on the latest developments in valuations.


William Franklin is an experienced share schemes practitioner and a Chartered Accountant who is widely recognised as a leading adviser on the valuation, accounting and financial aspects of all forms of remuneration, incentive and employee share schemes.

He is a member of the HMRC Employment-Related Securities & Valuations sub-group, a Board Member for the Lexis PSL Share Incentives Consulting Editorial Board and he contributes to Tolley’s Guidance on Employment Taxes and to PLC. William has been appointed as Chairman of the Worked Examples Group, a group of experts who work with HMRC to publish examples of share valuations over a wide range of employee share ownership and employee ownership arrangements. He is also an Honorary Research Fellow for the Esop Centre and a regular speaker at conferences on share

Thursday, 13 May 2021

16:00 - 16:45 BST



Share this event on social media:

  • William Franklin, Partner, Pett Franklin
    William Franklin
    Pett Franklin LLP
  • michael Mainelli.png
    Professor Michael Mainelli
    Executive Chairman
    Z/Yen Group Limited