Registering Client's Trusts & Estates


(Andrew M Mortimer) #1

New advice appears to have been issued:

Register your client’s trust https://www.gov.uk/guidance/register-your-clients-trust
10:32am, 20 December 2017 Updated content to make clear what you need to register for an agent services account.
If you’re a tax agent or adviser and your client has a trust with a tax liability, you can register it online.

Register your client’s estate https://www.gov.uk/guidance/register-your-clients-estate

10:39am, 20 December 2017 Updated content to make clear what you need to register for 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.

Andrew M Mortimer