AMENDMENTS TO TRUST REGISTRATION SERVICE

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.​

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.

​

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.

​