Trust Registration

It is important to understand how the UK Trusts Register works. Our specialists regularly advise trustees and assist with all aspects of trust registration.

Registering a trust with HMRC is mandatory in nearly all circumstances. Whilst there are some exceptions to the regulations, they are few and far between. Trustees must adhere to the trust registration regulations and the anti-money laundering provisions. This includes keeping the trust register up to date within the prescribed timeframes. HMRC has the power to issue penalties for deliberate non-compliance.

A regulated entity (such as a solicitors firm, an accountancy firm or an investment business) cannot act for an unregistered trust which is not exempted under the regulations. Our experts help clients navigate the trust registration process smoothly and efficiently.

In Practice

  • Dating back over forty years

    Over the years, numerous firms of financial planners had advised their clients in relation to the setting up of many trust arrangements provided by life assurance companies.

    Dating back over forty years, with many different types of trusts, our experts interpreted numerous trust deeds and related documents in order to be able to register the trusts on HMRC’s Trust Registration Service.

Our experts are on hand

Cheryl Farnham
Majoring in the administration of trusts for over 20 years, Cheryl has sat on numerous professional technical committees. Her knowledge and skills are widely sought by peers and clients alike.
Rachel Wallace
Rachel's focus is tax compliance. With 25 years of experience, she deals with annual tax returns for individuals and trusts, capital gains tax returns and IHT forms.
Abbey Fear
Abbey Fear
Accounts Executive
With a proactive can-do approach, Abbey's reliability and unfazed nature gives her all the qualities necessary to prepare hundreds of accounts and tax returns for trusts and estates every year.
Adriana Fuschillo
Adriana Fuschillo
Accounts Assistant
With an engaged and focused work ethic, Adriana supports the group's tax team to prepare trust accounts by managing book-keeping and account reconciliations.