Our services include helping trustees to register trusts on HM Revenue & Customs’ (HMRC’s) Trust Registration Service (TRS). HMRC has recently widened the scope of registration on the TRS meaning that most trusts will now have to be registered. There is more information on the TRS and on which trusts are required to register on the following pages.
Whilst trustees can register a trust themselves, it is not always a straightforward process and can be daunting and time consuming.
We can perform the initial registration on behalf of trustees.
If trustees wish to register a trust themselves, it can be done here.
Our services also include:
When registering a trust, we will also check the trust details you provide in our Trustee Questionnaire against the trust deed or instrument and any relevant deeds, such as those changing trustees or beneficiaries, if you upload these in our questionnaire.
We will then contact you, or your adviser, if we need to clarify any details before we proceed with registering your trust on the TRS.
Over time, we are looking to expand our services offered to trustees to facilitate the day to day running of the trust and to help trustees understand their roles and responsibilities.
In the meantime, we are happy to provide bespoke consultancy services to trustees and their advisers, so please feel free to contact us.
Please be aware that we are not authorised to provide investment advice but can help to introduce you to Independent Financial Advisers if you do not have a current adviser and require authorised investment advice.
If you wish us to register a trust(s) on your behalf, the first step is to create a secure user account to allow us to communicate securely with you. You can create an account by clicking on the button below.
If you are interested in discussing other aspects of our services, please do not hesitate to contact us.