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