Legal Assistance with HMRC Trust Registration

Mary Ireland

Licensed Probate Practitioner / Director
Estate Planning Local Team Lead
Bramhall, 0161 440 0131
Get in Touch
Eleanor Bowkis
Eleanor Bowkis
1747249570
Anna Beavers was our solicitor for sale and purchase. We cannot praise her enough. She was amazing throughout, extremely quick at responding to emails and kept us updated as much as possible.She ensured all funds were ready for our completion date and made everything effortless. We were completed and in our new home by 1pm! Incredible service from Mounteney and we will use them again in the future for sure.
Lucy Wiggins
Lucy Wiggins
1746529958
Very good communication- friendly, approachable staff- made the whole experience less stressful!
val
val
1746101168
May I commend Anna Beavers (Mounteney Cheadle Office) for the prompt and professional service that she completed our sale. The whole legal experience in my view took much longer than it should as the sale was really simple, I am convinced that it was Anna that speeded up the process, thanks Anna
Emma Farrell
Emma Farrell
1745911982
Worked with Anna Beavers and found the experience very straightforward and easy. Always communicated well answering any questions straight away and in plain English. When Anna was on leave, Jonathan stepped in to support so there were no delays in our progress, was seamless. Delighted to have our new house and grateful to the whole team.
Ronan McDonald
Ronan McDonald
1745411046
Anna and team were excellent. Everything was conducted quickly and professionally. Would definitely recommend
Stephen Harwood
Stephen Harwood
1745408266
We had the pleasure of working with Anna for the conveyancing of our property for the first time.We cannot stress enough how much of an amazing job she did throughout the entire process. Not only was she quick to responded to us but she dealt with the buyer's solicitor exceptionally well after numerous back and forth. This was something only she could have done. Furthermore, she was honest with us and suggested if things weren't realistic in certain time frames. This is something we respected considering how pushy we were every day to get things over the line.If / when the time comes and we move house again, we will be asking for Anna and the team at Mounteney Solicitors. We would highly recommend them to anyone.Thanks again Anna!
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Description

Please see our deed of trust legal advice for our explanation of what a trust is.

The only common trusts which do not have to be registered with HM Revenue & Customs (“HMRC”) are those which are not either Statutory Trusts for Land, or trusts which arose at the time of the original purchase of the property (neither before, nor afterward) on which the trustees and the beneficiaries are exactly the same people (even if in unequal shares).

How long will it take?

After we have been fully retained it usually takes us a few working days to prepare and post the form to HMRC. HMRC normally acknowledge receipt of the form to the lead trustee within a few working days of receiving the form. In late 2023 HMRC were normally processing the forms and issuing registration numbers to the lead trustee within two weeks of acknowledgement of receipt of the form.

Money Matters

Your supplier is unregulated Mounteney Legal Services Limited, that does not charge VAT

Our work will be charged at a fixed fee of £300

There is more about our fees on our website here

If you have any questions, require any further information, or would like to engage us (that will be on the T’s & C’s that are linked, “Our Terms”, in the footer, below) please don’t hesitate to Contact Us.