Published 17 November 2017
Last updated 21 April 2022
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21 April 2022
The informal payments arrangements process has been updated.
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27 September 2021
Welsh translation has been added.
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8 August 2019
This guide has been updated to show circumstances when you should not register your client’s estate.
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23 July 2019
The guide has been updated to give more clarification on who should register and who should not register.
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9 January 2018
The ‘How to register’ section has been updated to include more detail on creating an agent services account.
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20 December 2017
Updated content to make clear what you need to register for an agent services account.
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6 December 2017
The guidance has been updated to explain more about how to register an estate, and that you need an agent services account before being able to register.
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17 November 2017
First published.
