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.

Documents

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.