Deleting Trusts

There are three different types of delete:

If the delete function under the Client menu is used, this will delete the whole Trust from the system.  

Deleting related involvements allows for links between people and Trusts to be removed. This is done via the Involvements tab on the client maintenance screens. It is important to note that deleting involvements will remove any related data entry details entered on the Trust Tax Return.