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Budget 2024 | The Government has confirmed changes and provided more information on FamilyBoost. Find out more: FamilyBoost

Budget 2024 | The Government has confirmed changes to personal income tax, the independent earner tax credit, in-work tax credit, and the minimum family tax credit. Find out more: Personal income tax threshold changes

The changes to disclosure requirements for trustees were introduced from the 2021-22 income year. We are now reviewing the disclosure rules and need your help.

We are running a one-off survey to help us understand the compliance costs for trustees and tax agents. Your answers will help us understand if we need to make changes to the rules. 

Survey time period and design

On 4 June, we emailed a survey link to 17,000 randomly selected trusts. If the trust has a tax agent, the email went to you. It’s voluntary but we would appreciate your help. 

The survey is open until 11.59pm on 17 June 2024. We’ll send you a reminder if you have not completed the survey before this time and date.

Each email has a unique link for each trust in the survey. This allows us to match survey answers with existing data. We’ll be analysing your answers alongside the data we already hold. Our aim is to work out how the disclosures have impacted trustees and tax agents. 

How to take part

Email invitations have a sender email of [email protected]. They include a clickable link that looks similar to

If you got an email, this link will take you to the survey on the Qualtrics website. Qualtrics is also in the URL if you hover over the link in your email invitation. Qualtrics is a safe and secure survey platform we have assessed and approved.

What we’ll do with your answers

Your survey answers are anonymous. We’ll use them for research purposes only - as part of the post-implementation review of the trust disclosures. We will not use your answers for any other purpose.

If you would like more information about the research, please email the address below.

[email protected]

Last updated: 05 Jun 2024
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