Guidance

HMRC trusts and estates toolkit

Guidance for tax agents and advisers on how to complete Trust and Estate Returns.

Published 6 April 2014
Last updated 18 April 2018 — see all updates
From:
HM Revenue & Customs

Documents

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

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. 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.

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