EIM30007 - Benefits: scholarships provided for members of the family or household of a director or employee: returns by trustees of payments of educational trusts

After 5 April each year a nominated Band D officer should:

  • review the establishment file headed ‘Educational and Scholarship Schemesâ€�
  • send letters, adapted where necessary, to the trustees of each trust on the lines of the draft letter in EIM30008. »Ê¹ÚÌåÓýapp name and address of the trustee will be shown on the ruling from IR Trusts Bootle or Financial Intermediaries and Claims Office in the employer’s file
  • enclose a small supply of forms P11D with the letter
  • send a copy of the trusteesâ€� return to any other office which deals with an employer shown