Collection

Trusts and estates forms and guides

Find all forms and guides relating to trusts and estates, including tax returns, Inheritance Tax, Income Tax and trust income.

• From: HM Revenue & Customs
• Published: 29 November 2014

Documents

• Self Assessment: Trust and Estate Tax Return (SA900)
  • 13 May 2026
  • Form
• Self Assessment: Trust and Estate Non-residence (SA906)
  • 22 April 2026
  • Form
• Trusts and estates: certificate of deduction of Income Tax (R185)
  • 31 July 2019
  • Form
• Tell beneficiaries about income from the estate of a deceased person
  • 6 April 2026
  • Form
• Trusts and estates: statement of income from trust (R185) (trust income)
  • 6 April 2026
  • Form
• Trusts and estates: statement of trust income chargeable on settlor (R185 (Settlor))
  • 6 April 2026
  • Form
• Tell HMRC about trust gains and capital payment (50(FS))
  • 6 April 2026
  • Form
• Trusts and estates: vulnerable person election form (VPE1)
  • 5 April 2016
  • Form
• Trusts and estates: sub fund election form (SFE1)
  • 21 August 2014
  • Form
• Non-resident: Capital Gains Tax Rebasing Election - assets held in non-UK resident settlement at 5 April 2008 (RBE1)
  • 23 June 2014
  • Form

Self Assessment commercial software suppliers

Find software suppliers for tax returns, supplementary pages and attachments.

• Self Assessment commercial software suppliers
  • 16 April 2026
  • Guidance

Published 29 November 2014