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Deed of Variation help please.

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  • poseidon1
    poseidon1 Posts: 3,778
    1,000 Posts Third Anniversary Name Dropper
    Forumite

    Trust registration wasn't a thing until 2017. If your father was self managing his investments at that point, it's likely he was unaware of the introduction of that new piece of trust compliance/AML.

    However it is a relatively straightforward online process you could undertake yourself per the link below-

    https://www.gov.uk/guidance/register-a-trust-as-a-trustee

  • lohr500
    lohr500 Posts: 1,637
    Part of the Furniture 1,000 Posts Name Dropper Combo Breaker
    Forumite

    Thanks again @poseidon1

    I found some correspondence relating to the Discounted Gift Trust between him and the IFA in 2020.
    So it could be that the trust was registered if the rule came into play in 2017.
    I'll see what reply I get and then, if I need to register it, I will follow the link you have supplied and have a go.

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