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Trust Registrations

The current requirement to register trusts with HMRC through the Trust Registration Service(TRS) is  only where a tax consequence arises. From Autumn 2022 all trusts will need to be registered regardless of whether a taxable event exists.

Estate Registrations

Tax due for estates can be reported either through an informal arrangement where specific criteria are met, or through a Self-Assessment Estate Return (SA900) where the estate is considered ‘complex’ and will need registering with HMRC. It is important that the tax position is established in order to determine the reporting requirements for the Estate.

Trust and Estate Tax Returns

We have the knowledge and experience in house to prepare annual self-assessment returns and IHT100 returns for Trusts.

Get in touch to learn more about our Warwickshire tax planning services.