May 2022

Webinar | Trust Registration: Do you need to take action ahead of the legislation change?

Trust Registration: Do you need to take action ahead of the legislation change?

On September 1st 2022, it becomes law for most trusts to be registered with HMRC for tax purposes. If your trust is not currently registered with HMRC, you may need to take action to ensure registration before this deadline to avoid any penalties.

In this webinar, hosted by Douglas Sims DipPFS, Independent Financial Adviser, we are joined by Ben Mason MIPW, STEP Affiliate Member, CertPFS, Chief Executive Officer at Kinherit who specialises in Wills and Trusts. We discuss:

  • an overview of the trust register
  • the importance of this change
  • how to register a trust
  • who is responsible for registering a trust
  • what help is available to you

This webinar is intended for information purposes only and in no circumstances should be taken as advice. If you do require personal financial advice please contact us on 0117 450 1300 and our highly qualified Independent Financial Advisers will be more than happy to assist you.

Host

Douglas Sims DipPFS

Integrity365

Guest Speaker

Ben Mason MIPW, STEP Affiliate member, CertPFS

Kinherit