Guidance

HMRC trusts and estates toolkit

From:
HM Revenue & Customs
Part of:
Tax agents toolkits, VAT, and Tax agent and adviser guidance
Published:
6 April 2014
Last updated:
18 April 2017, see all updates

Guidance for tax agents and advisers on completing Trust and Estate Returns.

Documents

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

PDF, 1010KB, 27 pages

Trusts and Estates Toolkit: 2015 to 2016 Trust and Estate Tax Returns

PDF, 348KB, 26 pages

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

PDF, 776KB, 26 pages

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Trusts and estates toolkit: 2013 to 2014 Trust and Estate Tax Returns

PDF, 496KB, 26 pages

Details

This guidance may help you if trusts and estates is not a significant element of your practice’s work. Other individuals may also find the toolkit useful if they are completing a Trust and Estate Tax Return.

Document information

Published: 6 April 2014

Updated: 18 April 2017

+ full page history

  1. Agent toolkit for Trusts and Estates updated for 2016 to 2017.
  2. Agent toolkit for Trusts and Estates updated for 2015 to 2016.
  3. Agent toolkit for trusts and estates updated for 2014 to 2015.
  4. First published.

From: HM Revenue & Customs

Part of: Tax agents toolkits VAT Tax agent and adviser guidance