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Useful additional resources | Trustee Support Services

This page contains other documents that we think you will find useful both around registering your trust and in your day-to-day administration of the trust. We will add further documents and information to this page over time.

Click on the selected item to open it

Trust registration resources

Important considerations around our fee

A draft loan agreement to allow a trustee (or other person) to make a loan to the trustees to cover our fee

Do designated accounts – unit trusts and OEICs – need to be registered?

The Trust Registration Service in more detail

HMRC’s Trust Registration Manual – provides detailed guidance to the TRS

Trustees’ duties and responsibilities resources

Details of the general information that trustees are required to keep and maintain even if the trust is not registered

A guide to trustees’ duties and responsibilities