Trust & Estate Registration

Your dedicated lawyer will guide you through your Will

Your dedicated lawyer will guide you through your Will

Will Trusts & Complex Estates - Trust and Estate registration

Losing a loved one is always going to be a difficult time and having the responsibility for the administration of their estate can be daunting.

Dealing with legal and financial formalities can be complicated and time-consuming; therefore it helps to have our experienced probate solicitors on your side, sharing the workload and responsibility. 

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

Your trust solicitors since 1882

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.

Our clients rate us excellent

Sue Greenman

Everything was completed professionally and within my tight time scales. I would like to say thank you and would definitely go back to Goughs should I need help in the future.

Ali McBrine

Thank you Alice Blackmore for your fantastic professional support, with care, compassion and kindness, of our need for explanation and understanding of the system and language in a lot of correspondence. Thank you too for being always being honest and empathic of our feelings.

Andrew Alvis

Another well-managed transaction handled promptly and professionally by Nadine Cook and her team. We have used Goughs before, will use again and would not hesitate to recommend their services to anybody.

Phil Carter

Goughs Solicitors provide a friendly, professional and extremely reassuring service. The whole team, especially Georgina Catlin, are empathetic and provide sound advice when required, you definitely feel you are in safe hands.

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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