Consultation

A paid, fixed-duration consultation for individuals who require focused input on a specific share records matter.

This may include reviewing how your records are currently structured, discussing specific points in your shareholding history, identifying gaps in the information held, or considering how your records could be presented more clearly to your accountant or tax adviser.

This is a self-contained engagement and does not include the preparation of a full shareholding record. No further commitment is required.

15 minutes - Complimentary
A short introductory call to understand what you need and whether The Equity Hub can assist.

30 minutes - £125
For a focused discussion about a specific equity question, transaction or set of records.

60 minutes - £225
For a more detailed discussion where there is greater complexity or multiple points to work through.

Equity Record Review

From £400

A tailored review of your equity records to bring together your investment history in a clear and structured way.

This may include:

• transaction chronology;

• acquisition and disposal records;

• review of available base cost information;

• reconciliation of holdings;

• review of supporting documentation;

• organisation of information for your accountant or tax adviser.

Fees depend on the complexity and volume of the records provided and are agreed before work begins.

How the Equity Record Review works