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Review while in trust deed

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(@mcbz9)
Active Member
Joined: 16 years ago
Posts: 16
Topic starter  

Can I ask the experts what would be typical for a review, while in the trust deed? I understand that I probably have to provide payslips, and sign an updated income and expenditure statement, however is there anything else, e.g. provide bank statements etc?


   
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Mark McFadyen
(@mark-mcfadyen)
Famed Member
Joined: 16 years ago
Posts: 4798
 

Hi mcbz9

The review is really only to check for material changes in circumstances, so it will normally be a form for income and expenditure and copy payslips.

Mark

Mark is not posting regularly in the Trust-deed.co.uk forum.


   
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