Making Trust Changes?
Another misconception that we encounter at WT Solicitors is the idea that trust changes can be made informally — such as writing a personal letter to appoint or remove trustees or failing to update official records like the Trust Registration Service (TRS).
The truth is that trust law documentation is key. Without the proper legal documentation, changes may not be valid — and worse, the trustees may be considered non-compliant with their obligations.
For example, trustees have to be appointed by the method stated within the deed. Similarly, not notifying The Trust Registration Service of any changes to the trust could result in serious administrative errors and possible penalties from HMRC.
At WT Solicitors, we work with clients to ensure that any trust changes — whether it’s a new trustee, change of beneficiaries, or trust winding-up — are done legally and correctly. We can:
- Draft deeds of appointment or retirement of trustees
- Advise on trust powers and ensure changes are within the scope of the trust deed
- Handle TRS updates and submissions
- Review your trust to ensure it remains compliant with current legislation
- Help correct previous informal changes or omissions
Whether you’re trying to make a change now or realise something wasn’t done correctly in the past, we can step in and help set things right.
💼 Trusts are a powerful tool — but they must be handled with care. Let us help you with your duties – speak to our trust team today on 01844 899150 or email us at info@willsandtrustssolicitors.com
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