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Changes to the Trust Registration Service

Introduction

The Trust Registration Service (TRS) is a government register of the beneficial ownership of trusts. It was established initially for trusts where the trustees were liable to pay tax within the trust. However, new requirements have been introduced in alignment with the Fifth Money Laundering Directive proposals which now extend the scope of registering trusts on the UK Trust Register regardless of the trustees being liable to pay tax (with the exemption of some excluded trusts).

Autumn Budget 2021 - Summary

What does the Chancellor's announcement mean for you?

PDF Downloads

Autumn Budget Summary 2021

Tax Tables 2021/2022

Matrix To Continue Advising Jackpot Winners

Matrix Capital originally started working with NS&I to offer an advisory service to the two winners of the £1m Premium Bonds Jackpot each month back in 2014, after a successful bid as part of a national tender process.

In 2017, the contract was re-tendered and once again, Matrix Capital came out on top in a contract running until 31st March 2021, with the option to extend until 2023.

Matrix Capital are delighted to be furthering their relationship with NS&I and to have the opportunity to help the lucky winners over the next two years.

Vulnerable Client or Vulnerable Circumstances

Read Robin's latest article, as featured in the STEP Journal - Issue 2 2021, which provides a Financial Planner's perspective on how best to advise clients in vulnerable circumstances.

Download the article below:

Vulnerable Clients or Vulnerable Circumstances?

Robin Melley, ‘Vulnerable client or vulnerable circumstances?’, STEP Journal (Vol29 Iss2), pp.72-73.

Guiding the Vulnerable

This topical article from the Personal Finance Professional digital magazine, featuring our very own Robin Melley, delves into the issue of vulnerability, the need for a multidisciplinary approach and why taking steps to safeguard those in vulnerable circumstances is more relevant now than ever before.

Click here to read the article.

Next of Kin - A Common Misconception

Professor Keith Brown, Director of the National Centre for Post-Qualifying Social Work (NCPQSW), shares his work on the term next of kin; end of life care; and how we all need to be prepared for our futures, based on work conducted at Bournemouth University. To access resources from NCPQSW including the full Next of Kin guide, please click here

Robin and the team are delighted to have received an endorsement from Prof. Brown for our approach towards Financial Vulnerability. Click here to find out more about the commitments that we have made to ensure we are 'a safe pair of hands' for clients.

 

 

Matrix Capital Ltd
Little Hudwick
Monkhopton
Shropshire
WV16 6TG

Tel: 01746 712 900
Fax: 01746 712 901
Email: info@matrixcapital.co.uk


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