Trusts AGM Questionnaire

Once you have completed the form you will receive an email confirming the information you have provided.

Please include any trustee company if relevant
Please include full names and ages and a short description of lifestyle (e.g. currently at university / married with children / living in London / financially dependent)
Description and Value
Description and Value
Person and the firm they work for
If yes, then we need to document this by deed of gift
If yes, then we need to document this by record of distribution
Remember the Trust is in place for the benefit of the beneficiaries so their needs must be considered on a regular basis.