Companies House Services
Transfer of Shares – Simple, Legal & Complian
Easily transfer ownership of company shares between shareholders while staying fully compliant with UK company law.
Transfer of Shares
£240.00
Transfer of Shares
Transferring shares is an important step when reallocating ownership between shareholders, directors, or family members. It can help with succession planning, tax efficiency, or restructuring company ownership while remaining fully compliant with the Companies Act 2016.
We assist companies and shareholders with every step of the process, including preparation of documents, board approval, and updating company records, so you can transfer shares quickly and legally.
Why Transfer Shares?
Shares may be transferred for several reasons:
- Family business planning – Move shares between family members to optimise personal allowances and dividend tax.
- Directors or investors – Reallocate shares to new directors, investors, or employees.
- Company compliance – Ensure all transfers are legal and documented correctly.
Our experts ensure that every transfer follows legal requirements and that your company records reflect the updated ownership structure.
How Our Transfer of Shares Service Works
1. Preparation of Stock Transfer Form
We prepare the Stock Transfer Form (J30), which must be completed by both the shareholder transferring shares and the recipient.
2. Board Meeting Minutes
We draft board meeting minutes authorising the share transfer, as required under section 248 of the Companies Act 2016. These minutes must be approved by your directors and retained in your company records.
3. Share Certificates
We create share certificates to document the revised shareholding structure, including the names and percentage stakes of each shareholder.
Key Information & Legal Considerations
Timeframe – Once we have the required information, we provide all documentation within 2 working days.
Classes of Shares – This service covers ordinary company shares only. Transfers of non-ordinary shares or amendments to Articles of Association require legal advice.
Stamp Duty – If the total value of transferred shares is £1,000 or more, HMRC requires 0.5% stamp duty. This is usually paid by the recipient of the shares.
Companies House Update – The new shareholding structure is recorded through a confirmation statement. Until this is submitted, changes are not reflected on the Companies House public register.
DIY Considerations – While templates are available online, the legal and HMRC requirements make it advisable to use an experienced service to avoid errors or compliance issues.
Frequently Asked Questions (FAQs)
Yes, we can assist regardless of your original formation service.
Typically, the documentation is provided within 2 working days after we receive the necessary details from you.
Yes, but due to legal and tax complexities, we recommend using a professional advisory service.
The recipient of the shares pays any stamp duty if applicable.
Our team is available via phone and email for advice before, during, and after the transfer at no extra cost.
No. We only handle ordinary shares. For other share types, legal advice is needed.
We prepare certificates showing the new ownership and stakes for all shareholders.
Changes in shareholding won’t appear on Companies House records, which is a legal requirement.
We ensure every transfer is legally compliant, properly documented, and efficiently processed, saving you time and avoiding mistakes.
Yes. Transfers between family members or directors may offer tax efficiency, but we recommend consulting an accountant for personalised advice.
Get Expert Confirmation Statement Support
We help businesses file confirmation statements accurately and on time, ensuring compliance and peace of mind. Let us handle your CS01 filing so you can focus on running your company.
Contact us today for professional confirmation statement services.
