https://content.next.westlaw.com/Document/I3351a824e8da11e398db8b09b4f043e0/View/FullText.html?transitionType=Default&contextData=(sc.Default)This note is one of a suite of resources on creating a trust. It introduces, and links to further guidance on, the three key stages involved in creating a trust: taking initial instructions from the settlor; bringing the trust into existence by completing a trust document and transferring trust assets; and dealing efficiently with trust administration after creating it (including tax compliance, data protection obligations and trust registration requirements).
This note is one of a suite of resources on creating a trust. It introduces, and links to further guidance on, the three key stages involved in creating a trust: taking initial instructions from the settlor; bringing the trust into existence by completing a trust document and transferring trust assets; and dealing efficiently with trust administration after creating it (including tax compliance, data protection obligations and trust registration requirements).