Collection

Self Assessment forms and helpsheets for trusts and estates

Use the helpsheets, forms and guidance notes for your trusts and estates Self Assessment tax return.

• From: HM Revenue & Customs
• Published: 4 July 2014

You can use the online service to register for and file your Self Assessment tax return.

Helpsheets

• Trusts and settlements — income treated as the settlor's income
  • 6 April 2025
  • Guidance
• Foreign Tax Credit Relief for Capital Gains of Trusts and Estates of deceased persons (Self Assessment helpsheet HS390)
  • 10 July 2019
  • Guidance
• Trust Management Expenses (TMEs) (Self Assessment helpsheet HS392)
  • 6 April 2025
  • Guidance

Forms and notes

• Self Assessment: Trusts etc (SA107)
  • 6 April 2025
  • Form

Published 4 July 2014