Organized Files

HOW TO PROCEED

Once you are comfortable with The Basics of the Trust Registration Service and have completed all the necessary groundwork in Preparation for registering your clients trusts, you should be able to:

Itemise which of your clients have trusts that need to be registered

Separate out any trusts that should have registered under 4MLD

Extract the data required to register each trust

Once you have completed our Trust Registration Form for any trust, you will receive the following information:

  • A copy of the data for lead trustees to check.

  • A contract for lead trustees to sign (can be done electronically).

  • An invoice for settlors or lead trustees to pay.

All of these documents will include a unique reference number.

Finally, the trust will be registered and confirmation will be provided to the settlor or  lead trustee and adviser, along with evidence for your files. Please see attached for full details.

Organized Files

PRICING

The cost for the initial registration of trusts is as follows:

 

Non-Taxable Trusts

Taxable Trusts

-                        £ 300 per trust (inc VAT)

-                        Price on Application