Trust & Estate
Registration

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Will Trusts & Complex Estates

Trust and Estate registration

If you are a Trustee of a Trust, or the personal representative of an estate, you may have to provide information to HMRC within certain timescales. You may also be personally liable for any penalties incurred if you do not meet your registration and reporting requirements.

At Goughs, we can assist you with registering a Trust or Estate.

Trust registration

Trusts which meet the following conditions must be registered through the online service:

  • The Trust has been expressly created. The Trust must be deliberately set up by the person who made it. In other words, it has not arisen automatically through law (such as statutory, resulting, or constructive Trusts)

  • The Trustees have incurred a tax liability. This could be Income Tax, Inheritance Tax, Capital Gains Tax, or Stamp Duty Land Tax. However, this condition will not be met if the liability in question is an income tax liability of less than £100 incurred through bank or building society interest.

Estate registration

Estates which are considered by HMRC to be ‘complex’ must be registered. An estate that’s considered ‘complex’ would fall into any of the following categories:

  • Has a tax liability (for income tax and/or capital gains tax) of more than £10,000 over the entire administration period

  • Has a value at the date of death in excess of £2.5m

  • The proceeds of any assets sold by the personal representatives in any one tax year is greater than: £250,000 (for deaths before 6 April 2016), or £500,000 (for deaths on or after 6 April 2016).

Don't risk your
family's inheritance

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Popular questions about
Trust and Estate registration

If you are a Trustee of a Trust which must be registered, but you do not do so in the relevant timescale, you may be personally liable to pay a penalty. Each matter is assessed on a case by case basis.

Digmore Sid

Excellent service

I engaged the services of Goughs Solicitors in Trowbridge, in particular Ailie Peacock, to act on my behalf for the sale of my house. Ailie was always clear with her advice, acted in a timely manor and answered any questions I had almost immediately. She was very proactive in dealing with the other parties involved in a slightly convoluted chain.

Ailie also managed a very late request from our buyers with calm efficiency and the utmost professionalism. The end result was a smooth sale and completion, with remarkably little stress on our part. I would not hesitate from using them again.

2021-02-27

Margaret Wilson

Clear concise advice

Quick response to e-mails or phone calls. Will certainly use again in the near future. Clear concise advice patiently given!

2021-03-09

Mr Ian Liddle

Excellent service

Excellent service as usual.

2021-04-01

Alan

Superb once again.

Superb once again. Goughs provides outstanding service... professional in getting the job done and conducted with grace and care. Thank you Goughs!

2021-04-01

Ashley Stone

Rhianna Cole

The solicitor I dealt with at Goughs, Rhianna Cole, was an absolute star, I cannot fault her in any way at all. She made everything in the situation I was in so easy to understand, and she guided me through an extremely stressful time, with extreme professionalism, yet a very personal and sensitive touch. Can't big them up enough.

HIGHLY RECOMMENDED.

2021-04-01

Matt Saunders

Made first-time buying a (relatively) simple process!

Sophie was very attentive and responsive and understood the need to act quickly in regard to our purchase process. She was diligent with the paperwork and was very easy to talk to and clear at explaining what was required in terms of action from our side and from the seller.

2021-04-08

Testimonials

Georgina Catlin

beneficial and fair to all

I would like to Georgina for your help, advice and professionalism over the last year or so. From a personal viewpoint, your clear and level headed approach certainly helped keep my feet firmly planted on the ground, it's greatly appreciated. I feel that your recommendation regarding Counsel was also spot on and certainly helped secure an outcome that was beneficial and fair to all.

2021-09-03

Eleanor Wood

credit to your company

I think it’s now been close to 3 years Ellie has been working on my behalf in what I imagine even she would say has been an incredibly challenging divorce. Ellie has managed to secure me a fair split of the marital home and most importantly get my ex to take responsibility for a loan that she was refusing to pay her part of, this was a huge victory as far as I am concerned.  Ellie has been professional and calm throughout despite the many frustrations and me finding things incredibly stressful she has always been there the voice of reason. She is absolutely a credit to your company and I will recommend her highly.

2021-08-31

Joanne B

A huge thank you to the team at the Trowbridge branch today. You went above any beyond to help me get documents certified urgently, even though I'm not a client of yours. Friendly, helpful and professional.

Nicolas Bracegirdle

pursuit of excellence.

All were welcoming and pleasant and dealt with my queries instantly. Nadine Cook who handled the conveyancing was absolutely outstanding in her pursuit of excellence. I commend her as one of the best and she has my everlasting thanks

2021-07-19

David Humphries

very friendly welcome

Donna was always available on the phone and was always helpful, a very friendly welcome. I had very regular updates and nothing was too much trouble.

2021-07-19

Ali Joy

excellent service

Since working with Nadine - excellent service, Thank you Nadine, good service as expected.

2021-07-19

Your trusts & estates team

Annie James

Solicitor

Annie qualified as a Private Client solicitor in 2016 and joined Goughs in February 2020. She specialises in the preparation of Wills, Lasting Powers of Attorney, preparation and administration of Trusts, and the administration of Estates. Annie prides herself on taking the time to really understand the needs and priorities of her clients.

Luchia Hirst

Associate Solicitor

Luchia has been practicing Private Client law for close to 8 years, and really enjoys the client contact and hands-on nature of this area of practice.

Dawn Moir

Partner (TEP)

Dawn joined in 2003 and became a partner in 2004. Whilst Dawn supports her team with all aspects of estate planning and estate administration, her particular areas of expertise are later life planning & support, and trust creation & administration, including all things tax.

Phillip Bolton

Partner & Head of Private Wealth

Phillip is a Partner and Head of the Private Wealth Team at the firm. His practice encompasses all aspects of private client work, with a particular interest in complex Wills, wealth preservation, tax mitigation, and estate planning.

Emma Taylor

Partner & Head of Private Client

Emma began her life at Goughs in 2008 as a Solicitor. Now, with over 15 years of experience, she is a Partner and Head of the Private Client Department. Emma deals with all areas of Private Client work but has a particular interest in Trusts and Complex Property Ownership.

Why work
with Goughs?

Local since 1882, with an excellent reputation

First-class, effective service

Largest solicitors in Wiltshire

Seven offices throughout the county

Nationally accredited law firm

Recognised by Legal 500 and Chambers & Partners

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