Practical support for individuals who hold or have held shares, options or other equity through their employment.

Whether you need help understanding your records, reconstructing your investment history or preparing information for your accountant or tax adviser, support is tailored to the complexity of your position.

Equity support for individuals

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.

30 minutes - £175
For a focused discussion about a specific equity question, transaction or set of records.

60 minutes - £300
For a more detailed discussion where there is greater complexity or multiple points to work through.

Book a consultation

Equity Record Review

From £500

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.

Make an enquiry

How the Equity Record Review works

  • Tell us briefly what you need help with and provide an overview of the records or issue you would like reviewed.

  • We will review your enquiry and confirm the appropriate scope of work and fee before the engagement begins.

  • Once the engagement is agreed, you can provide the relevant documents through the secure client portal.

  • Your records will be reviewed and the agreed output provided securely through the client portal. A 30-minute follow-up consultation is included.