At the end of our online application form you will need to upload:
– A copy of the Trust Deed or Will (if the Trust is not registered with the TRS we will require this to be certified)
– Proof of the TRS Registration (this can be downloaded from the HMRC website)
– If the Settlor is deceased, a copy of their death certificate
– For minor beneficiaries, a copy of their birth certificate or passport
If you do not have some of these documents or have any questions, please contact us to discuss on [email protected]