How to register a trust with HMRC

Follow our step-by-step guide

Here you can download step-by-step instructions explaining how to register a trust via the HMRC website.

How to register a trust - PDF (1.3Mb)

Why and when you need to register

When we work with a trustee, we need proof that the trust has been correctly registered with the Trustee Registration Service (TRS). This is in accordance with the Anti-Money Laundering Regulation.

We’ll need to see the Proof of Registration (PoR) document. This should be no more than two years old. All the information in the document must be up to date and reflect any changes to the beneficial ownership.

How to get your Proof of Registration

If you’re the lead trustee, you can download a copy of the PoR document from the trust’s TRS account.

See our handy guide for step-by-step instructions:

How to download proof of registration - PDF (560Kb)