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Self Assessment: Trust and Estate income from membership of Lloyd's (SA901L)

Use supplementary pages SA901L to declare Lloyd's membership income on the SA900 Trust and Estate Tax Return.

Updates to this page

From:
HM Revenue & Customs
Published:
15 July 2014
Last updated:
6 April 2026
Show all updates

  1. The form and notes have been added for the 2025 to 2026 tax year. The form and notes for the 2021 to 2022 tax year have been removed.

  2. The form and notes have been added for the 2024 to 2025 tax year. The form and notes for the 2020 to 2021 tax year have been removed.

  3. The form and notes have been added for tax year 2023 to 2024.

  4. The form and notes have been added for tax year 2022 to 2023.

  5. The form and notes have been added for tax year 2021 to 2022. Version of the form and notes for 2018 have been removed.

  6. The form and notes have been added for tax year 2020 to 2021.

  7. A new version of the form and notes have been added for the 2019 to 2020 tax year.

  8. The form and notes have been added for tax year 2018 to 2019.

  9. The form and notes have been added for tax year 2017 to 2018.

  10. The 2016 to 2017 form and notes have been added to this page.

  11. Rates, allowances and duties have been updated for the tax year 2016 to 2017.

  12. The 2015 to 2016 form has been added to this page.

  13. First published.

Documents

Trust and estate income from membership of Lloyd's (2026)

PDF, 133 KB, 4 pages

This file may not be suitable for users of assistive technology.

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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.

Trust and estate income from membership of Lloyd's notes (2026)

PDF, 225 KB, 7 pages

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.

Trust and estate income from membership of Lloyd's (2025)

PDF, 186 KB, 4 pages

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.

Trust and estate income from membership of Lloyd's notes (2025)

PDF, 227 KB, 7 pages

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.

Trust and estate income from membership of Lloyd's (2024)

PDF, 153 KB, 4 pages

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.

Trust and estate income from membership of Lloyd's notes (2024)

PDF, 199 KB, 7 pages

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.

Trust and estate income from membership of Lloyd's (2023)

PDF, 203 KB, 4 pages

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.

Trust and estate income from membership of Lloyd's notes (2023)

PDF, 349 KB, 7 pages

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

Use the SA901L supplementary pages when filing an SA900 Trust and Estate Tax Return if your trust or estate received Lloyd’s membership income.

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

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