Guidance

Trusts and estates toolkit

Get help if you’re a tax agent or adviser who has clients who must complete Trust and Estate Returns.

From:
HM Revenue & Customs
Published:
6 April 2014
Last updated:
19 May 2020, see all updates

Documents

Trusts and Estates Toolkit: 2019 to 2020 Trust and Estate Tax Returns (revised)

PDF, 949KB, 26 pages

Trusts and Estates Toolkit: 2018 to 2019 Trust and Estate Tax Returns

PDF, 1.05MB, 27 pages

Trusts and Estates Toolkit: 2017 to 2018 Trust and Estate Tax Returns

PDF, 1010KB, 27 pages

Trusts and Estates Toolkit: 2016 to 2017 Trust and Estate Tax Returns

PDF, 1010KB, 27 pages

Details

This guidance may help you if trusts and estates is not a significant element of your practice’s work.

You may also find the toolkit useful if you’re not an agent or adviser and have to complete a Trust and Estate Tax Return.

Published 6 April 2014
Last updated 19 May 2020 + show all updates

  1. The Trusts and Estates Toolkit: 2019 to 2020 Trust and Estate Tax Returns has been revised.

  2. Agent toolkit for “Trusts and estates” updated for 2019 to 2020.

  3. Agent toolkit for 'Trusts and estates' updated for 2019.

  4. Agent toolkit for Trusts and Estates updated for 2017 to 2018.

  5. Agent toolkit for Trusts and Estates updated for 2016 to 2017.

  6. Agent toolkit for Trusts and Estates updated for 2015 to 2016.

  7. Agent toolkit for trusts and estates updated for 2014 to 2015.

  8. First published.

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