Trust/Estate Register - UPDATE

I have just spent an hour on a call with HMRC to discuss the trust register. I thought it was to test the update software but no…the time scale for this being implemented is 15 months…to confirm box 20.1 does not need to be ticked for 2017/18 Trust Returns because you are unable to confirm that the register has been checked.

Lucy Orrow
Lambert Chapman LLP

1 Like

Are you saying 15 months from now please, Lucy, i.e. September 2019?
Cindy Chaplin
Larking Gowen

yes potentially! shocking isn’t it…

Lucy Orrow
Lambert Chapman LLP

Yes!! It definitely is!

Cindy Chaplin
Larking Gowen

Latest news from Agent Update 73

Trust Registration Service (TRS) Micro Service Development

We have recently deployed the first feature for the Trust Registration Micro Service that allows users to register a will trust that contains:

• a lead trustee (can include multiple UK-based trustees)

• multiple named individual beneficiaries (will only require name, DOB, National Insurance number or address)

• classes of beneficiary

• assets (money, property and land).

Further features will be delivered between now and the end of the year. We will continue to test the service with users as we release each feature. If you are interested in taking part in user research or if you have any questions about getting involved, please contact: serviceteam17.digital_ddcn@digital.hmrc.gov.uk

Protecting your data - Authorising an agency to act on behalf of a trust for the Register

Later this year HMRC will be releasing more functionality to the TRS to allow amendments to be made. Agents and their clients will need to complete a few additional steps to ensure only those with a legitimate reason can access and update details on TRS, usually the agent or nominated trustee. Information on these changes will be available on GOV.UK, but this is to let you know now what the process will be. Please note that this will not replace the existing 64-8 process for SA, so agents must ensure the appropriate authorisation is in place where needed. The process flow below sets out the steps required for authorisation:

Agent

• Wants to act on behalf of a trust or update the register

• Logs in to Agent Services account

• Enters trust Unique Taxpayer Reference (UTR)

HMRC Agent Services

• Check Agents relationship to trust

• If no relationship exists, a link is created for the agent to email to their client

Agent

• Emails client with link (the link is to the invitation which the client needs to accept)

Lead Trustee

• Lead Trustee clicks on link from Agent

• Logs in to Government Gateway account (may have to set up Organisation Credentials first)

Lead Trustee

• Completes random known fact check about the trust

• Invite accepted

HMRC

• Agent: Trust relationship created for Trust Register

• Agent can now access trust data and update register as necessary

Lucy Orrow
Lambert Chapman LLP

1 Like

Ah, a simple 5 step process…

Andrew Goodman
Osborne Clarke LLP

What is the correct link, please?

Julian Cohen

Simons Rodkin

Hi Julian, If I knew, i’d pass it on…this email address is plastered across all public information and every time I have tried to us it, it doesn’t work. It’s really frustrating and i’m not sure if it’s a ploy by HMRC!

If I ever find out the correct address, I’ll report it here.

Lucy Orrow
Lambert Chapman LLP

service_team17.digital_ddcn@digital.hmrc.gov.uk

this is the e-mail address that responded to me when I recently assisted them with some trust & Estate register user research

Maxine Higgins
Citroen Wells

1 Like

No, Maxine, that doesn’t seem to be it either.

Julian Cohen

Simons Rodkin

FYI - Thanks to Maxine

"Hi Lucy,

Thank you for getting in touch, we are sorry that the provided email address was incorrect, but are very grateful to the member of the Trust Discussion Forum for providing the correct one to you.
We will be in contact with yourself in the near future to organise some research with yourself about Trusts and Estates.

Thank you,
Trusts and Estates team"

Lucy Orrow
Lambert Chapman LLP

It’s a device well-known to Orwell’s Ministry of Truth.

Jack Harper

2 Likes

Julian

Sorry that it doesn’t work for you - it works on my office version of outlook - it’s an e-mail address, not a website link.
regards

Maxine Higgins
Citroen Wells

It worked for me Julian.
service_team17.digital_ddcn@digital.hmrc.gov.uk

Lucy Orrow
Lambert Chapman LLP