An engagement letter for trustees and personal representatives: trust and estate accounts, SA900 returns, R185s, the Trust Registration Service, inheritance tax returns and estate income tax.
Accountancy practice – client documents
Engagement Letter – Trusts and Estates
About this document
A covering letter, Schedule 1 (trust and estate services, trustees’ and personal representatives’ responsibilities), Schedule 2 (fees and timetable) and a confirmation of acceptance for the trustees of a trust or the personal representatives of an estate. Choose the trust or estate options and delete the rest.
The document is laid out in the sections below. Each one comes with a plain-English guidance note explaining what it does and what to change.
Our templates are professionally structured starting points for UK businesses, not legal advice. For anything complex, unusual or high-value, have your final version checked by a solicitor.
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Accountancy practice – client documents
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Editable Microsoft Word files
Guidance notes in every document
Written for UK businesses
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