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Scottish Trust Deed Forum
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Topic starter
17/11/2014 11:47 am
Hi all. I was wondering if anyone could tell me what to expect from the annual review process. How far back do I need to have bank statements and wage slips, and also do I update my income and expenditure? Thanks in advance for your help.
17/11/2014 11:54 am
There will be some variation, I imagine, between Firms.
I had to supply Bank Statements and Wage Slips covering 2 months as well as completing Income & Expenditure.
These were required for every review.
17/11/2014 11:55 am
Hi iwant2bfree.
Every firm seems to ask for slightly different paperwork at review. Best to give your trust deed provider a quick call to ask what documentation they'll want so that you can start preparing it.
You will have the opportunity to update your income and expenditure. A copy of the last one could be useful to spot things that have changed. This is also something you could ask your trustee about if you contact them (if you don't already have a copy).
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