HMRC Shares Valuation external customer survey

193 replies received

1. Have you had any contact, no matter how limited, in the last 12 months with SV?

176 replied "Yes"

2. If "Yes" was this contact in connection with:

a) an enquiry to our Helpline 31
b) a valuation for share option scheme purposes (EMI, etc.) 38
c) any other valuation purpose 159

Please now complete the relevant section(s) below.

3. If a) Helpline:

(i) How many times in the last 12 months have you contacted the SV Helpline?

Once 52%
2-5 times 39%
More than 5 times 9%

(ii) In general, how useful was the help or information you received from the SV Helpline?

Very useful 30%
Useful 53%
Not very useful 10%
Not at all useful 7%

(iii) In general, how helpful did you find the SV Helpline staff?

Very helpful 33%
Helpful 54%
Not very helpful 3%
Not at all helpful 10%

(iv) Have you tried using the IR/HMRC web-site to find information about share valuation issues?

Yes 45%
No 55%

(v) If "Yes" did you find the information that you required?

Yes 55%
No 45%

(vi) If "Yes" how easy was it to find the information you required?

Very easy 8%
Easy 67%
Fairly difficult 13%
Very difficult 13%

4. If b) share option scheme valuation (EMI, etc.):

(i) How many times in the last 12 months have you agreed a value with SV?

Once 30%
2-5 times 43%
More than 5 times 27%

(ii) With which office did you correspond?

Nottingham 90%
Edinburgh 10%

(iii) In general, how helpful did you find the SV staff?

Very helpful 44%
Helpful 42%
Not very helpful 8%
Not at all helpful 6%

(iv) Overall, how satisfied were you with the service you received from SV?

Very satisfied 39%
Satisfied 51%
Not very satisfied 5%
Not at all satisfied 5%

5. If c) any other valuation purpose:

(i) How many times in the last 12 months have you agreed a value with SV?

Once 53%
2-5 times 40%
More than 5 times 7%

(ii) With which office did you correspond?

Nottingham 94%
Edinburgh 6%

(iii) In general, how helpful did you find the SV staff?

Very helpful 28%
Helpful 57%
Not very helpful 9%
Not at all helpful 6%

(iv) Overall, how satisfied were you with the service you received from SV?

Very satisfied 25%
Satisfied 56%
Not very satisfied 12%
Not at all satisfied 7%