Form

Self Assessment: Estate Pension Charges etc (SA923)

Use supplementary pages SA923 to record pension scheme payments to the estate on the SA900 Trust and Estate Tax Return.

Documents

Estate Pension Charges etc (2018)

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.

Estate Pension Charges etc notes (2018)

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.

Estate Pension Charges etc (2016)

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.

Estate Pension Charges etc notes (2016)

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.

Estate Pension Charges etc (2015)

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.

Estate Pension Charges etc notes (2015)

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

Use the SA923 supplementary pages when filing an SA900 Trust and Estate Tax Return if the estate received certain payments from registered or overseas pension schemes.

Email HMRC to ask for this form in Welsh (Cymraeg).

Published 15 July 2014
Last updated 6 April 2018 + show all updates
  1. The form and notes have been added for tax year 2017 to 2018.
  2. The form and notes have been added for tax year 2016 to 2017.
  3. Rates, allowances and duties have been updated for the tax year 2016 to 2017.
  4. The 2015 to 2016 form has been added to this page.
  5. First published.