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Topic starter
07/08/2016 1:30 pm
i recently had an Audit of my income and expenditure as is required, this happened in January of this year, however i have just been contacted again, requesting another audit (July 2016). my Trust Deed became live in october/november 2012 and for the first 3 years was managed by Kelsom Associates, however this was taken over by Knightsbridge but none the less my audits had always been carried out in november, with the exception of this year, where it fell in the December/January, i am not sure as to why this happened. my question is this:
can i bee audited twice is the same year. I am due to be discharged from my trust deed in november as that will be the 48th and final payment and i am concerned that they maybe forcing this audit in the hope of obtaining or increasing my payments, my circumstances have not changed in the last 6 months, since my last Audit.
i hope you can help clear this issue up for me, i would very much appreciate it.
Thanks in advance
John
07/08/2016 11:05 pm
Just give them the same income/expenditure info
08/08/2016 9:44 am
Hi staigster,
I would give your Trustee a call and explain that you completed one in January and now you have received another one. Explain to them that your due to complete your Trust Deed in November and ask them if they still require you to fill it in.
If nothing has changed then there shouldn't be any change to your contributions.
Let us know how you get on.
David is not currently posting in the Trust-Deed.co.uk forum
08/08/2016 9:58 am
It may be that they do 6-monthly reviews instead - it is really up to the trustee. The law says that they have to contact you at least once a year to review your circumstances but there is nothing to stop it being more often.
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