LV= Personal
LV= Adviser

Quote & Apply
Servicing
SkipNav
LV= Adviser Centre for Intermediaries
  • Contact us
  • Search
  • Login
  • Register

Search

  • Investments
    • Smoothed Investments
      • Overview

        • Smoothed Investments
        • Smoothing explained
        • Fund management
        • Risk ratings
      • More

        • Quote & apply
        • Servicing
        • With-Profits
    • LV= ISA
      • More

        • LV= ISA
        • Quote & apply
        • Servicing
    • Smoothed Bond
      • More

        • Smoothed Bond
        • Quote & apply
        • Servicing
    • Smoothed Pension
      • More

        • Smoothed Pension
        • Quote & apply
        • Servicing
    • LV= TIP
      • More

        • LV= TIP
        • Quote & apply
        • LV= TIP valuation
  • Retirement
    • Pensions
      • Products

        • Smoothed Pension
        • Personal Pension
        • Self Invested Personal Pension
        • Drawdown Pension
      • More

        • Quote & apply
        • Servicing
        • Discretionary Fund Management
        • LV= Banks
        • Fund centre
        • Investment fund watchlist
        • ESG & risk rated funds
    • Fixed Term Annuity
      • Products

        • Fixed Term Annuity
        • Protected Retirement Plan
        • Guaranteed Income Drawdown
      • More

        • Quote & apply
    • Equity Release
      • Products

        • Equity Release
        • Lifetime Mortgage Lump Sum Plus
        • Lifetime Mortgage Drawdown Plus
      • More

        • Equity Release Portal
        • Equity Release Council
        • Equity release calculators
        • Marketing support
        • Equity Release Account Managers
        • High value lending hub
  • Protection
    • Personal Protection
      • Products

        • Income Protection
        • Life and Critical Illness
        • Life Protection
        • Personal Sick Pay
        • Family Income Benefit
        • Gift Inter Vivos
      • More

        • Flexible Protection Plan
        • Income Protection Solutions
        • Quote & apply
        • Protection Progress Hub
        • Pre-underwriting tool
        • Tools & calculators
        • Why Income Protection
    • Business Protection
      • Products

        • Relevant Life Cover
        • Key Person Cover
        • Share & Partnership Protection
        • Executive Income Protection
      • More

        • Quote & apply
        • Tools & calculators
        • Business Protection & Trusts
        • Tax treatment
        • Guide to Business Protection
  • Supporting You
    • Knowledge centre
      • More

        • Knowledge centre
        • Video and webinar library
        • Protection webinar calendar
        • News hub
        • Wealth and Wellbeing hub
        • Article library
        • Fuel for Life
        • Reaching Resilience
        • Advisory board
    • Claims
      • More

        • Claims
        • Our approach to claims
        • Protection pays
    • Protection underwriting
      • More

        • Protection underwriting
        • Underwriting misrepresentation
    • Trusts
      • More

        • Trusts
        • Types of trusts
        • Trust Registration Service - FAQs
    • Protection large case team
    • Vulnerable customers
    • Suitability letter builder
    • Portals and integration
      • Overview

        • Savings and Retirement Adviser Portal
        • Online services
        • Third party portals
    • Setting up an Agency
    • LV= today
    • Consumer Duty
      • More

        • ProtectionNew
        • Savings and RetirementNew
        • Equity ReleaseNew
  • Supporting Your Client
    • Why LV=
      • More

        • Mutual bonus
        • Exit bonus
        • Our awards
    • Member benefits
      • More

        • Legal Advice Line
        • LV= Doctor Services
        • Care Navigator
  • Document Library
  • Trusts
  • Types of trust
  • Trust Registration Service - FAQs

FAQs

Trust Registration Service (TRS)

  • Home
  • Supporting you
  • Trusts
  • Trust Registration Service FAQs
  • Recent changes to the TRS

    There have recently been some important changes to the TRS that you need to know about. We’ve put together a list of frequently asked questions to help support you. If you have any queries or need help with the registration process, please visit gov.uk/guidance/register-a-trust-as-a-trustee or call the HM Revenue & Customs (HMRC) Trustee helpline on 0300 123 1072.

    Please note: the information provided is based on our understanding of current legislation and HMRC practice, which can change. It is correct as at July 2022.

     

    What is the TRS?

    Why has it changed?

    Which trusts have to register?

    Which trusts won’t need to register?

    Who needs to register?

    What are the deadlines for registration?

    How does a trustee register?

    What information is needed?

    How can trustees evidence they're registered to financial organisations such as LV=?

    What if my trust is an overseas trust?

    I’ve mislaid the trust documentation - Can you provide me with a copy of the trust deed and rules?

    What are the penalties if I don’t register on time?

    My trust was set up using an LV draft trust deed - What is the trust name?

    Cookie settings
    Legal
    Cookie Consent
    Data Protection
    Data Protection
    Sitemap
    ALT Text

    For UK Financial Advisers only

    Liverpool Victoria Financial Services Limited, registered in England with registration number 12383237. County Gates, Bournemouth, BH1 2NF, UK