Legal Assistance with HMRC Trust Registration

Mary Ireland

Licensed Probate Practitioner / Director
Estate Planning Local Team Lead
Bramhall, 0161 440 0131
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Mounteney Solicitors and Conveyancers Cheadle
Mounteney Solicitors and Conveyancers Cheadle
4.9
Based on 107 reviews
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Tom Parker
Tom Parker
1753256132
I used Mounteney in the purchase of my flat recently. Anna was very friendly, helpful and proactive. Whenever I had a query she was contactable and she was clear in her communication. All correspondence from her side was dealt with promptly. An excellent service.
Christopher Hilton
Christopher Hilton
1753222835
I am nothing but impressed with the service that Mounteney have provided to me. Specifically Ian McKenna at the Heald Green branch. I obtained a simple fixed fee quote (with entirely predictable disbursements) for a conveyancing process. A few niggles cropped up but Ian advised me through these additional pitfalls and engaged in additional correspondence with the other party's solicitor, without any mention of additional costs. So the highly competitive and surprisingly low fixed fee costing was honoured and the process was streamlined and crystal clear throughout.What was most impressive was that while the other party's solicitor found cause to create significant week long delays in taking action, each time that they contacted Mounteney, then I had an email within hours.Once I had signed then the transfer was complete before I had driven home.If you are looking for absolutely clarity and a streamlined process, then if my experience is anything to go on, you will be in safe hands.I am happy to strongly recommend their service. 5 stars from me!!
Dan Chadwick
Dan Chadwick
1748941505
We recently sold and bought a new property, Anna B was our solicitor (both sale and purchase). Our chain was very long and there were several factors causing issues and delays. Anna and the team at the Cheadle branch, worked very hard to ensure the success of the chain. My husband and I are extremely grateful for all their hard work and support throughout the process - which at times was stressful! We would highly recommend.
Laura Anderson
Laura Anderson
1748536946
I can not speak highly enough of Anna Beavers at Mounteney, she helped us with our recent house sale and purchase, when I say helped, she guided us through it expertly, explaining things as went along, Anna was very professional but also down to earth and kept us up to date with progress. One thing that stood out for us was how responsive Anna was, ALWAYS getting in touch when she said she would, emailing back very promptly to enquiries, chased other conveyancers when needed, this was a huge positive for us and made the whole experience so much better than we thought. Thank you so much Anna!
radu muntean
radu muntean
1747855457
I have dealt with a number of solicitors during the last few years and I think that Mr. Ian McKenna is by far the best solicitor I've ever worked with.He is very efficient, he has an outstanding expertise, and he has a very high level of professionalism. All these qualities make him a great person to deal with.I really appreciate how he handled my property purchase from start to finish and I will definitely use his services again.
Hetal Knowlson
Hetal Knowlson
1747835491
Anna Beavers was our solicitor and she was excellent. Very responsive via email/call, gave good advice, navigated the challenges of sale/purchase well and managed to complete a purchase in 6 weeks! She went the extra mile to make sure we could complete so quickly. We were so glad we went with her, service was top class. Thank you Anna!
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£300

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.