Register of members, allotments, transfers, shareholdings, charges and minutes for a private company
Secure checkout. Your file is ready in your client portal as soon as payment clears.
The Companies Act still requires every company to keep a register of members, and most also need to keep records of share allotments, transfers, directors' details, people with significant control and charges, even after the November 2025 changes abolished several local registers. This workbook keeps them all in one place: allotments and transfers update each member's holding automatically, the shareholdings grid shows who owns what in each class, stamp duty on transfers is worked out, and the minutes log tracks board and shareholder decisions.
See how it works
The sheets you will use most, in the order you will use them – shown with the sample data every workbook comes with.
Step 1
The register of members with current holdings. What you do: one row per member.
Step 2
Every share transfer, with stamp duty worked out. What you do: one row per transfer.
Step 3
Who owns what in each share class. What you do: nothing to enter.
Step 4
Who it is for
Quick start
Your file is only released to your client portal once payment has cleared.
You are taken to our secure checkout.
Checkout takes a minute and you get a receipt by email.
Your file is ready in your client portal as soon as payment clears, and we email you your invoice with a link to the portal.
We can adapt any prebuilt solution or build something bespoke, with a lifetime bug-free guarantee.
Part of AML Finance Group
Our sister firm, AML Accountancy Solutions, is an award-winning accountancy practice helping businesses and individuals across the UK with their accounts, tax, bookkeeping and payroll.
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