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AMENDMENTS TO TRUST REGISTRATION SERVICE

HMRC require that any changes to registered trusts are recorded promptly with HMRC. 

If our service has been used to register the trust initially then we can make any amendments required on behalf of the trustees. 

Click the button below to access our online Trust Amendment Form.

EXAMPLES OF AMENDMENTS

Most changes to a trust will need to be registered with HMRC within 90 days. This includes any information that has been provided to HMRC with regards to the trust or the individuals associated to the trust. The following are a few of the main examples:

  • Change of Trustee (or Trustee Change of Residence)

  • Change of Beneficiary (or Addition of Beneficiary)

  • Termination of the Trust

  • Change of Settlor Details (i.e. Change of Residence)

More information can be found here.

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HOW TO AMEND REGISTERED TRUSTS USING THIS SERVICE

The Trustee Registration Service from QB Partners in conjunction with Zedra Trust Company is designed to allow advisers and their trustees to ensure that they remain compliant with HMRC requirements.

 

Once a trust has been registered using our service. Login details and instructions will be provided to claim the trust should the Lead Trustees wish to be responsible for making any amendments. However, our service is designed so that we can also make amendments on behalf of the trustees upon request.

The process for amending a trust using our service is similar to that of the initial trust registration, and starts with completion of our Trust Amendments Form by the adviser. Submission of this short form will produce an automated email with clear instructions on next steps, including payment instructions and client agreement.

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HOW TO AMEND REGISTERED TRUSTS WITHOUT USING THIS SERVICE

Trustees can do their own updates by following these instructions:

 

  1. Contact HMRC to request they “de-link” a Government Gateway ID from a trust registration. This leaves the trust registration intact but open to be “claimed”.

  2. The lead trustee would then need to claim the trust registration using the web portal. See recent HMRC guide on claiming a trust here.

  3. Once claimed the lead trustee can login to the trust registration service to manage the trust here.

PRICING


The cost for amendments to registered trusts is:                      £125 + VAT

 

This is priced based on a minimum of 1 hours work and should cover most updates. Where a client has multiple trusts, these can be aggregated together. If there are a large number of trusts and or a large number of changes then we reserve the right to adjust the fee based on the hourly rate quoted

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