TRSM92030 - How to: contents: claim a trust and authorise an agent: contents: changing or removing an agent

To change an authorised agent, the trustee will need to authorise the new agent using the ‘digital handshake� � see TRSM92020. Any new authorisation received will replace any existing authority, removing the previous agent.

Agent authorisation will continue until removed by the trustee or agent. »Ê¹ÚÌåÓýapp trustee must retain the email sent by their agent during the authorisation process. »Ê¹ÚÌåÓýappy may need to use the link within the email if they decide to remove the agent. Ìý

Guidance to remove agent authorisation is also set out atÌý/guidance/change-or-remove-your-tax-agents-authorisation

Digitally excluded trustees will need to contact the Trusts Helpline to change or remove an agent.