Wingate’s Discretionary Investment Portfolios: Taking the Burden off Trustees & Attorneys

  Making suitable, appropriate, competitive and tax efficient investment decisions is a key challenge for all investors.  Decisions need to be made on a wide range of issues including: Amount to invest Choice of contract Choice of contract provider Appropriate level of risk Possibly balancing the need for income and capital growth Selection of individual […]

Have you registered your trust using the Trust Registration Service (TRS)?

It may have gone unnoticed to many lay trustees, but on the 1st September 2021 the Government established a new online Trust Registration Service (TRS) and imposed new registration requirements on trustees. It has always been the case that trustees must register with HMRC if the trust has tax to pay, however the TRS has […]