TRS – Trust Registration Service

TRUST DETAILS

Trust Name *

Is there a NAV Client No for the Trust? *

Enter the NAV Client No for the Trust: *

Do you have the date that the trust was created? *

I have it already
The date is TBC

Date Trust Was Created *

Does the Trust have a Unique Taxpayer Reference (UTR)? *

Enter Unique Taxpayer Reference (AND SEE NOTES BELOW) *

If this trust already has a UTR, then it is already registered. Make sure you are certain that you should continue with this process.

Does the trust own UK land or property? *

Is the trust registered on the trust register of any other countries within the European Economic Area (EEA)? *

SETTLOR(S)

How many Settlors does this Trust have? *

One
Two
More than two

Settlor 1

Settlor 1 Full Name *

Is there a NAV Entity Number for Settlor 1? *

Enter NAV Entity Number for Settlor 1 *

Settlor 1 Date of Birth *

Settlor 1 Nationality *

Do you have Settlor 1's National Insurance Number? *

Settlor 1 National Insurance Number *

Settlor 1 Address *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Settlor 1 Residency *

Is the trust being set up after Settlor 1 died? *

Does Settlor 1 have mental capacity at the time of registration? *

Settlor 2

Settlor 2 Full Name *

Is there a NAV Entity Number for Settlor 2? *

Enter NAV Entity Number for Settlor 2 *

Settlor 2 Date of Birth *

Settlor 2 Nationality *

Do you have Settlor 2's National Insurance Number? *

Settlor 2 National Insurance Number *

Settlor 2 Address *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Settlor 2 Residency *

Is the trust being set up after Settlor 2 died? *

Does Settlor 2 have mental capacity at the time of registration? *

Add details for any other Settlors here *

Include the same information for additional Settlors as you have entered above for Settlors 1 and 2.

TRUSTEE(S)

How many Trustees does this Trust have? *

One
Two
Three
Four
More than four

Trustee 1 – Lead Trustee

Trustee 1 – Lead Trustee – Full Name *

Is there a NAV Client No for Trustee 1? *

Enter NAV Client Number for Trustee 1 *

Trustee 1 – Lead Trustee Date of Birth *

Do you have Trustee 1's National Insurance Number? *

Trustee 1 National Insurance Number *

Trustee 1 Address *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Trustee 1 Residency *

Trustee 1 Nationality *

Trustee 1 Email *

Trustee 1 Phone *

Does Trustee 1 have mental capacity at the time of registration? *

Trustee 2

Trustee 2 Full Name *

Is there a NAV Client No for Trustee 2? *

Enter NAV Client Number for Trustee 2 *

Trustee 2 Date of Birth *

Do you have Trustee 2's National Insurance Number? *

Trustee 2 National Insurance Number *

Trustee 2 Address *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Trustee 2 Residency *

Trustee 2 Nationality *

Trustee 2 Email *

Trustee 2 Phone *

Does Trustee 2 have mental capacity at the time of registration? *

Trustee 3

Trustee 3 Full Name *

Is there a NAV Client No for Trustee 3? *

Enter NAV Client Number for Trustee 3 *

Trustee 3 Date of Birth *

Do you have Trustee 3's National Insurance Number? *

Trustee 3 National Insurance Number *

Trustee 3 Address *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Trustee 3 Residency *

Trustee 3 Nationality *

Trustee 3 Email *

Trustee 3 Phone *

Does Trustee 3 have mental capacity at the time of registration? *

Trustee 4

Trustee 4 Full Name *

Is there a NAV Client No for Trustee 4? *

Enter NAV Client Number for Trustee 4 *

Trustee 4 Date of Birth *

Do you have Trustee 4's National Insurance Number? *

Trustee 4 National Insurance Number *

Trustee 4 Address *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Trustee 4 Residency *

Trustee 4 Nationality *

Trustee 4 Email *

Trustee 4 Phone *

Does Trustee 4 have mental capacity at the time of registration? *

Add details for any other Trustees here *

Include the same information for additional Trustees as you have entered above for Trustees1 to 4.

BENEFICIARIES

About the beneficiaries *

Class of beneficiaries only
Named beneficiaries only
Both class & named beneficiaries

Description of the class of beneficiary *

How many named beneficiaries are there? *

One
Two
More than two

Beneficiary 1

Beneficiary 1 Full Name *

Is there a NAV Client No for Beneficiary 1? *

Enter NAV Client Number for Beneficiary 1 *

Beneficiary 1 Date of Birth *

Beneficiary 1 Nationality *

Do you have Beneficiary 1's National Insurance Number? *

Beneficiary 1 National Insurance Number *

Beneficiary 1 Address *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Beneficiary 1 Residency *

Do the Trustees have discretion over how much income Beneficiary 1 may get? *

Has a vulnerable person election form (VPE1) been submitted to HMRC for Beneficiary 1? *

Does Beneficiary 1 have mental capacity at the time of registration? *

Beneficiary 2

Beneficiary 2 Full Name *

Is there a NAV Client No for Beneficiary 2? *

Enter NAV Client Number for Beneficiary 2 *

Beneficiary 2 Date of Birth *

Beneficiary 2 Nationality *

Do you have Beneficiary 2's National Insurance Number? *

Beneficiary 2 National Insurance Number *

Beneficiary 2 Address *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Beneficiary 2 Residency *

Do the Trustees have discretion over how much income Beneficiary 2 may get? *

Has a vulnerable person election form (VPE1) been submitted to HMRC for Beneficiary 2? *

Does Beneficiary 2 have mental capacity at the time of registration? *

Add details of any other Beneficiaries here: *

Include the same information for additional Beneficiaries as you have entered above for Beneficiary 1 and 2.

Updating preview…

This is a preview of your submission. It has not been submitted yet!
Please take a moment to verify your information. You can also go back to make changes.

Send The Email

This form will send an email to [email protected]. To receive a copy yourself as well, you can optionally add your own address below.

Enter the beginning part of your email address

ONLY ENTER THE PART BEFORE @LUDLOWTRUST.COM

Ludlow TRS Checklist

TRUST DETAILS

SETTLOR(S)

Settlor 1

Settlor 2

TRUSTEE(S)

Trustee 1 – Lead Trustee

Trustee 2

Trustee 3

Trustee 4

BENEFICIARIES

Beneficiary 1

Beneficiary 2

Send The Email