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 HMRC TRS Registration (this can be downloaded from the HMRC website, if you are unsure how to do this, please see the guidance here)
– If the Settlor is deceased, a copy of their death certificate and grant of probate/administration
– 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].