HMRC Register your Client’s Estate Advice Updated


(Andrew M Mortimer) #1

Following notification just received:

Register your client’s estate
11:44am, 9 January 2018 The ‘How to register’ section has been updated to include more detail on creating an agent services account.
If you’re a tax agent or adviser and your client has an estate with a tax liability, you can register it online.

https://www.gov.uk/guidance/register-your-clients-estate

Andrew M Mortimer


(lesleyrance) #2

I’m confused, does this not rather contradict the guidance for informal estates?

https://www.gov.uk/hmrc-internal-manuals/trusts-settlements-and-estates-manual/tsem7410

Or is it only meant to apply where the informal procedures cannot be used?

Lesley Rance

Miller Hendry


(Lucy Orrow) #3

Hi Lesley, I have just done an Estate on the informal basis and didn’t use the register. I just wrote in accordance with HMRC guidance. I assume that if you determine the Estate can use the informal route, then the formal register should not be used as this will issue a UTR.

I wait to be contradicted

Lucy Orrow
Lambert Chapman LLP