We produce a clear, tailored record of your shareholding history - ready to use with your accountant or solicitor.

Depending on your requirements, this may include:

• Chronological record of share acquisitions, transfers, and corporate transactions

• Base cost calculation for each holding

• Record of shareholding across all arrangements - personal, company, trust

• Summary of current holdings at the point of engagement

Fee agreed before any work begins, based on the complexity of your share transaction history.

From £250

We keep your equity records accurate and current as your shareholding evolves.

Depending on your requirements, this may include:

• Updating records as new transactions occur

• Tracking vesting schedules and award dates

• Recording transfers, exercises, and disposals as they happen

• Annual summary of your shareholding position at each tax year end

• Two biannual review calls to discuss your records and confirm accuracy

• All records held and accessible within your secure client portal

How it works: Clients provide documentation relating to new transactions via their secure portal. We review, organise, and update the record accordingly.

A current and accurate historical record must be in place before this service begins. If yours is not yet in order, we can establish this through a Share Records Review - available as a separate, fixed-fee engagement.

Annual subscription. Fee agreed at outset.

From £750 per year