Trust Registration Service Questionnaire

SETTLOR 1 DETAILS / DECEASED DETAILS

Name

Title Full Name

Correspondence Address

Street Address City ZIP / Postal Code

Phone

Date of Birth

If deceased, Date of Death

National Insurance Number

Nationality

If alive, does the Settlor have mental capacity?

Are you setting up the trust as an individual or a couple?

SETTLOR 2 DETAILS / DECEASED DETAILS (IF APPLICABLE)

Name

Title Full Name

Correspondence Address

Street Address City ZIP / Postal Code

Phone

Date of Birth

If deceased, Date of Death

National Insurance Number

Nationality

If alive, does the Settlor have mental capacity?

TRUST DETAILS

Name of Trust

Type of Trust

Date Trust Constituted (Dated) or Date of Death (if testamentary):

Asset Types(s) in Trust

Value of Asset

Has the Trust acquired land or property since 6th October 2020?

A: THE TRUSTEES

Number of trustees

Trustee 1 (Lead Trustee*)

N.B. This trustee must be alive and have mental capacity to carry out their duties.

* There can only be one 'Lead Trustee'. All trustees are legally responsible for the trust, but you must nominate one 'Lead Trustee' to be the main point of contact fro HMRC. The 'Lead Trustee' will receive the trust's unique taxpayer reference (UTR) and reminders to file a tax return. The UTR number must be forwarded to PSG as soon as it is received from HMRC.

Name

Title Full Name

Address

Street Address City ZIP / Postal Code

Phone

Date of Birth

National Insurance Number

Passport Number (if applicable)

Nationality

Country of Residence

Trustee 2

Name

Title Full Name

Address

Street Address City ZIP / Postal Code

Phone

Date of Birth

National Insurance Number

Passport Number (if applicable)

Nationality

Country of Residence

Is this trustee alive?

Does this trustee have mental capacity?

Trustee 3

Name

Title Full Name

Address

Street Address City ZIP / Postal Code

Phone

Date of Birth

National Insurance Number

Passport Number (if applicable)

Nationality

Country of Residence

Is this trustee alive?

Does this trustee have mental capacity?

Trustee 4

Name

Title Full Name

Address

Street Address City ZIP / Postal Code

Phone

Date of Birth

National Insurance Number

Passport Number (if applicable)

Nationality

Country of Residence

Is this trustee alive?

Does this trustee have mental capacity?

Notes:

1. It is not advisable for a bankrupt person to act as a trustee.
2. A beneficiary of an estate who is bankrupt may not be entitled to receive their inheritance from the trust as it may need to go towards payment of their debts under the bankruptcy.

Therefore, if you are aware that anyone named as a trustee or beneficiary of the trust is an undischarged bankrupt, please print their full name(s) and address(es) below.

Details:

B1: INDIVIDUAL BENEFICIARIES

If a settlor or trustee is also a beneficiary, their details must still be repeated below.

If there are more than four individual beneficiaries, please copy or print this page the required number of times.

Number of Beneficiaries

Beneficiary 1

Name

Title Full Name

Address

Street Address City ZIP / Postal Code

National Insurance Number

Passport Number (if applicable)

Beneficiary 2

Name

Title Full Name

Address

Street Address City ZIP / Postal Code

Passport Number (if applicable)

National Insurance Number

Beneficiary 3

Name

Title Full Name

Address

Street Address City ZIP / Postal Code

National Insurance Number

Passport Number (if applicable)

Beneficiary 4

Name

Title Full Name

Address

Street Address City ZIP / Postal Code

National Insurance Number

Passport Number (if applicable)

B2: CLASS BENEFICIARIES, WHERE DETAILS ARE KNOWN

Number of Class Beneficiaries

Class Beneficiary 1

Name

Title Full Name

Address

Street Address City ZIP / Postal Code

National Insurance Number

Passport Number (if applicable)

Class Beneficiary 2

Name

Title Full Name

Address

Street Address City ZIP / Postal Code

National Insurance Number

Passport Number (if applicable)

Class Beneficiary 3

Name

Title Full Name

Address

Street Address City ZIP / Postal Code

National Insurance Number

Passport Number (if applicable)

Class Beneficiary 4

Name

Title Full Name

Address

Street Address City ZIP / Postal Code

National Insurance Number

Passport Number (if applicable)

B3: CLASS BENEFICIARIES, WHERE DETAILS ARE NOT KNOWN

Please complete as much information as possible.

If there are more than five class beneficiaries, please copy and print this page the required number of times.

EXAMPLE: All of my nephews alive at my death.

Number of Class Beneficiaries Without Details

Class Beneficiary 1

Class Beneficiary 2

Class Beneficiary 3

Class Beneficiary 4

Class Beneficiary 5

C: ADDITIONAL INFORMATION

Please use the space below to provide any additional information

Where did you hear about Price Slater Gawne?

If you have already spoken with a member of the Price Slater Gawne team, please provide the name of the member of staff for our reference

Disclosure of Information

If you have been referred to us by a third party, for example a financial advisor, it is common for that person to request updates and copies of correspondence and documents passing between us to ensure the advice and the work we do for you is consistent with and complementary to their own. We would not disclose your information to any other individual or for any other purpose.

Do you consent to the disclosure of correspondence as described above?

Trustee 1 type name to confirm

Trustee 2 type name to confirm

Trustee 3 type name to confirm

Trustee 4 type name to confirm

Trust Registration Service Questionnaire