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Guidance

Trusts and estates toolkit

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

Updates to this page

From:
HM Revenue & Customs
Published:
6 April 2014
Last updated:
2 September 2022
Show all updates

  1. The trusts and estates toolkits for 2017 to 2018, 2018 to 2019 and 2019 to 2020 have been updated. Links to the tax pool calculator have been removed from these toolkits, as the calculator will no longer be available.

  2. Trusts and estates toolkit — 2021 to 2022 Trust and Estate Tax Returns has been added.

  3. The Trusts and Estates Toolkit: 2016 to 2017 Trust and Estate Tax Returns has been removed.

  4. The Agent toolkit for Trusts and Estates has been updated for 2020 to 2021.

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

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

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

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

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

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

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

  12. First published.

Documents

Trusts and estates toolkit — 2021 to 2022 Trust and Estate Tax Returns

ODT, 86.3 KB

This file is in an OpenDocument format

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.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Trusts and estates toolkit — 2020 to 2021 Trust and Estate Tax Returns

ODT, 84.4 KB

This file is in an OpenDocument format

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.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Trusts and estates toolkit — 2019 to 2020 Trust and Estate Tax Returns (revised)

ODT, 96 KB

This file is in an OpenDocument format

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.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Trusts and estates toolkit — 2018 to 2019 Trust and Estate Tax Returns

ODT, 71.3 KB

This file is in an OpenDocument format

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.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Trusts and estates toolkit — 2017 to 2018 Trust and Estate Tax Returns

ODT, 98.5 KB

This file is in an OpenDocument format

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.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 are not a large part of your practice’s work.

You may find the toolkit useful to help you complete a trust and estate return, even if you’re not an agent or adviser.

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