Changes to trustees, beneficiaries, settlors, agents, etc. must be updated to the Trust Register. This section is used to confirm that these changes have been made.
Refer to the HMRC Trust and Estate Tax Return Guide if needed (opens in a new tab).
- Open the required tax return, then select the Data input tab.
- If the required section is listed, select it and skip the next step. If not, select Add a new section.
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On Choose a section to add, select the Other information tab.
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Under Trust information, select Trust Register.
If the section is crossed through, it has already been added to the tax return. To adjust it the existing values, close the window and select the section on the Data Input tab.
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You can add a Trustees (Memo) for information purposes only. This information should now be included in the HMRC Trust Register. Select + Add trustee to add a trustee then add the Name, Address, then record the Trustee Status.
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Once applicable trustees have been added, confirm that all changes have been updated to the trust register.
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Select Save changes.