Trust Registrations

Nash & Co Solicitors Non-Taxable Trust Registration Questionnaire

This form is to enable us to gather the information needed to register a non-taxable trust. Not all sections will be relevant to your trust. Please ensure that you provide responses to the best of your knowledge and belief. When completing this form, please refer to the letter accompanying it which provides further details on the points set out below. Should you have any difficulties or queries regarding any answers which you have given, please include these in the space provided in section 16.

Trust Registrations

Section 1 - Lead Trustee (Individual)

When registering trusts, a concept known as the ‘Lead Trustee’ has been created and this person is in charge of the administrative aspects of the Trust Registration Service.

The term “Lead Trustee” is an administrative term for tax purposes only and does not affect how the trustees have been appointed.

If an individual has been appointed as a trustee (e.g. Mr Joe Bloggs) rather than a company, then Section 1 will need to be completed.

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