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

Trusts and estates toolkit: 2014 to 2015 Trust and Estate Tax Returns

This file may not be suitable for users of assistive technology. Request an accessible format.

If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gsi.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

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 18 April 2018 + show all updates
  1. Agent toolkit for Trusts and Estates updated for 2017 to 2018.
  2. Agent toolkit for Trusts and Estates updated for 2016 to 2017.
  3. Agent toolkit for Trusts and Estates updated for 2015 to 2016.
  4. Agent toolkit for trusts and estates updated for 2014 to 2015.
  5. First published.