Form

Self Assessment: Trusts etc (SA107)

Use supplementary pages SA107 to record income you received from a trust, settlement or deceased person's estate on your SA100 Tax Return.

Documents

Trusts etc (2018)

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Trusts etc notes (2018)

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Trusts etc (2017)

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Trusts etc notes (2017)

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Trusts etc (2016)

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Trusts etc notes (2016)

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Trusts etc (2015)

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Trusts etc notes (2015)

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Details

Use the SA107 supplementary pages when filing your SA100 tax return to declare income from a trust, settlement or deceased person’s estate. Also use the SA107 to declare any taxable income you received as a settlor.

HS270: Trusts and settlements - income treated as the settlor’s

Published 4 April 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. Added translation