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Support with understanding and organising your equity
The Equity Hub supports individuals who hold shares or participate in equity arrangements through their employment, particularly within private equity-backed businesses.
We can help you understand how your equity arrangement is structured, organise the documents and information relating to your investment, and create a clear record of how your position has developed over time.
Our support is practical and based on the documents and information available to you. We do not provide legal, tax, financial or investment advice.
A complimentary 15-minute introductory call is available for prospective clients who would like to discuss their shareholding position and confirm whether The Equity Hub may be able to assist.
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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.
Sessions are available in two formats:
30 minutes - £125
60 minutes - £225This is a self-contained engagement and does not include the preparation of a full shareholding record. No further commitment is required.
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A fixed-fee review to organise your existing shareholding history into a clear, tailored record - structured and ready to use with your accountant or tax adviser.
Depending on your requirements, this may include:
A chronological summary of your share transactions
Cost and acquisition information organised from available records
Holdings and supporting documents arranged in a clear structure
The fee is agreed before any work begins and is based on the complexity of your share transaction history.
From £250