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STRATA's Account Access portal's Security Center allows you to keep your information up to date. Learn how to change/reset forgotten passwords, update an email address, recover a username, and more.
Sign in to your Retirement Savings Account to change your pension contributions, update your beneficiaries, find documents relating to your scheme and more.
- Check The Date You Registered A Trust
- Updating Your Trust’s Details
- Lead Trustee Accessing A Trust
- Closing A Trust
- Changing The Trust from Non-Taxable to Taxable
- Get Proof of Registration
- Deadlines
- Claiming A Trust and Authorising An Agent to Access The Trust
- Using The Online Service
If you registered a trust before 4 May 2021
The first time you access the service you’ll need to: 1. tell us if the trust is, or is not, an express trust 2. declare the trust has, or does, pay tax Once you’ve given us the information, you’ll need to sign out of the service before you can update any additional information about the trust. When making changes to the trust details, you’ll need to confirm if: 1. a non-UK trust has a business relationship in the UK 2. the trust has purchased any UK land or property 3. the trust has a contro...
If you registered a trust before 17 October 2022
When you return to the service you’ll need to say if the trust is a Schedule 3A trust. Schedule 3A trusts are also referred to as ‘excluded express trusts’. Your trust is a Schedule 3A trust if it is any of the following: 1. a statutory trust by a court order or by law — for example, a trust created by a court when a couple cannot agree how to split assets during a divorce 2. used to hold money or assets of a UK registered pension scheme — like an occupational pension scheme 3. holding life i...
Information for the following categories need to be kept up to date and any changes must be completed within 90 days. The changes you can make include adding, amending or deleting details. You’ll need to update all of the changes to the trust details before you submit them. You cannot save partly completed details and return to them later, so make ...
If you’re the trustee and you registered the trust, you’ll need to answer security questions about the people associated with the trust before you can view or amend the details on the register. The answers you give must match the information entered at registration, or when the trust’s details were last updated. To access the trust, you’ll need to ...
You must use the online service to update the trust register and ‘close’ the trust if you have registered it to comply with anti-money laundering regulations. You’ll need to confirm that the details on the trust register are up to date and tell us the date the trust ended. Do not write to HMRC to tell us that the trust has come to an end. You shoul...
You must notify us if the trust was initially registered as a non-taxable trust and received a unique reference number and it has since become taxable and requires a Unique Taxpayer Reference. You’ll be asked for additional information. You’ll need to confirm: 1. the type of trust 2. details about how it was set up Once the change has been made, we...
If you need proof of registration for a third party or relevant person, you can download a PDF ‘proof of registration’ document in the service by selecting ‘Get evidence of the trust’s registration’. The proof of registration will show the trust’s registration and all the beneficial owners listed within it — including beneficiaries, trustees and se...
Non-taxable trusts
All changes must be reported to HMRC within 90 days of them occurring.
Taxable trusts
If the trust is taxable, you must declare it is up to date every year by 31 January. You must tell HMRC within 90 days about changes to any beneficial owner’s: 1. name 2. date of birth 3. country of residence 4. country of nationality If you fail to keep the register up to date, you may have to pay a penalty of £5,000.
Trustees
If you want an agent to view or make changes to a trust’s registration details, you’ll need to authorise the agent to manage the trust’s details for you. You’ll need an Organisation Government Gateway user ID for each trust you want to access, or for whose details you want an agent to access. Use the green ‘start now’ button to sign in, or to create a user ID and password if you do not have one. Once you’ve signed in, you’ll need to confirm the trust has been registered online and enter the t...
Agents
You must have authorisation from your client before you can view or change the details of the trust. You’ll need to: 1. ask your client to set up an Organisation Government Gateway user ID and password for each trust you want access to, if they do not already have one 2. tell your client that they must ‘claim’ the trust by answering some questions about it — you should give your client the latest details of the trust so that their answers match them 3. sign in to your agent services account a...
Report that beneficial owners may be at a disproportionate risk of harm
From 1 September 2022, HMRC may share information held on the Trust Registration Service in limited circumstances with some third parties. Information will only be shared if either: 1. individuals can show that they’re looking into a specific instance of money laundering or terrorist financing in relation to a specific trust 2. a trust holds a controlling interest in offshore companies This information includes their: 1. full name 2. month and year of birth 3. nationality 4. country of reside...
Before you can view, update the details, or authorise an agent, you’ll need the Organisation Government Gateway user ID and password you used when you registered the trust. If you do not have one, you can create one the first time you use the service. Start now
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