Legal Assistance with HMRC Trust Registration

Mary Ireland

Licensed Probate Practitioner / Director
Estate Planning Local Team Lead
Bramhall, 0161 440 0131
Get in Touch
Alice Hendry
Alice Hendry
1755439351
I've had a great experience with Mounteney Solicitors, Anna Beavers in particular. She was efficient at every step. Always happy to answer my questions and highly empathetic, I felt completely looked after. I would definitely recommend.
Robert Bendall
Robert Bendall
1755109001
5 stars for Mounteney Solicitors in Cheadle. Ellie and Anna were brilliant in handling my property sale. I'll be using them again in the future.
Lee Pringle
Lee Pringle
1754328726
Mounteney, and especially Anna Beavers, provided excellent service and were incredibly professional and helpful throughout the process, providing clear guidance/instructions/advice at every juncture. They were wonderfully efficient, kept us updated every step of the way and made the entire experience stress free. I cannot recommend Mounteney (and Anna) highly enough and we will definitely use their services again for any future property transactions.
Tom Parker
Tom Parker
1753256132
I used Mounteney in the purchase of my flat recently. Anna was very friendly, helpful and proactive. Whenever I had a query she was contactable and she was clear in her communication. All correspondence from her side was dealt with promptly. An excellent service.
I am nothing but impressed with the service that Mounteney have provided to me. Specifically Ian McKenna at the Heald Green branch. I obtained a simple fixed fee quote (with entirely predictable disbursements) for a conveyancing process. A few niggles cropped up but Ian advised me through these additional pitfalls and engaged in additional correspondence with the other party's solicitor, without any mention of additional costs. So the highly competitive and surprisingly low fixed fee costing was honoured and the process was streamlined and crystal clear throughout.What was most impressive was that while the other party's solicitor found cause to create significant week long delays in taking action, each time that they contacted Mounteney, then I had an email within hours.Once I had signed then the transfer was complete before I had driven home.If you are looking for absolutely clarity and a streamlined process, then if my experience is anything to go on, you will be in safe hands.I am happy to strongly recommend their service. 5 stars from me!!
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Description

Please see our deed of trust legal advice for our explanation of what a trust is.

The only common trusts which do not have to be registered with HM Revenue & Customs (“HMRC”) are those which are not either Statutory Trusts for Land, or trusts which arose at the time of the original purchase of the property (neither before, nor afterward) on which the trustees and the beneficiaries are exactly the same people (even if in unequal shares).

How long will it take?

After we have been fully retained it usually takes us a few working days to prepare and post the form to HMRC. HMRC normally acknowledge receipt of the form to the lead trustee within a few working days of receiving the form. In late 2023 HMRC were normally processing the forms and issuing registration numbers to the lead trustee within two weeks of acknowledgement of receipt of the form.

Money Matters

Your supplier is unregulated Mounteney Legal Services Limited, that does not charge VAT

Our work will be charged at a fixed fee of £300

There is more about our fees on our website here

If you have any questions, require any further information, or would like to engage us (that will be on the T’s & C’s that are linked, “Our Terms”, in the footer, below) please don’t hesitate to Contact Us.