Helping families & advisers get their Trusts registered

Our qualified trust specialists can help you get your trusts registered ahead of the 1 September 2022 deadline.

Get Started Today
People at desk

Why register?

In 2020, Anti-Money Laundering Directive 5 was adopted in the UK. This enshrined in law a legal obligation for most Trusts to register with HMRC’s Trust Registration Service.

How we help?

We can help you register your trust simply and efficiently, by using our qualified specialists* and industry-leading technology platform. (* all our Estate Planners train and qualify with the Society of Trust Estate Planners, the pre-eminent professional body for Trusts in the UK.)

Using an agent

HMRC recognises that it is asking trustees for a lot of information, in a precise way, and with questions that can be technical in nature. To help trustees get through the process smoothly, HMRC allows certain 3rd parties (such as TruReg) to act as an authorized “Agent”.

What do I need to do?

Since 6 October 2020, trustees are legally required to keep detailed records of the trusts and key people named within. Most trusts will also need to register on HMRC’s Trust Register by 1 September 2022. We can help you collect the right information and register your trust. It starts with sending us a copy of your trust.

Spire

How does it work?

To initially register with us, we'll just need your Trust deed documents; once we've approved your application, we will need details of all Trustees, Settlors, Beneficiaries. For UK nationals, we'll need National Insurance numbers, and for Non-UK nationals, a passport number.

Our Process

  • Step 1 Upload your Trust deed documents via our Registration Form
  • Step 2 A specialist will review your trust and suggest times for a call.
  • Step 3 We will talk through background and process.
  • Step 4 If you wish to proceed, you will need to pay to formally mandate us.
  • Step 5 We will extract relevant information and explain gaps to provide.
  • Step 6 Once you have confirmed all the information, we will submit to HMRC.

Pricing

Our Basic service is £350, but some more complex trusts may require additional fees. We will advise you in advance if that's the case.

Get Started Today

About TruReg

We were set up in 2021 to help advisors and their clients get their trusts registered ahead of the 1 September 2022 deadline. Our process is technology-enabled - to increase the speed and reduce the administration - and supported by our STEP-accredited specialists.

TruReg is a wholly owned subsidiary of Kinherit Ltd, a law firm specialising in Wills & Trusts that has developed the UK’s first and only digital Will & Trust platform. By combining STEP-qualified specialists with a level of service that’s groundbreaking in our unregulated industry, we are genuinely making a difference to families. And we hope to make a difference to you too.