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
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.
Related forms and guidance
Trusts and settlements - income treated as the settlor’s (Self Assessment helpsheet HS270)
Use this guide to help you decide whether the income from a trust or settlement is treated as the settlor’s.
Last updated 6 April 2022 + show all updates
-
The SA107 form and notes have been added for tax year 2021 to 2022. Versions of the form and notes for 2018 have been removed.
-
The 'Trust etc' form and notes have been added for tax year 2020 to 2021.
-
The 'Trust etc' form and notes have been added for tax year 2019 to 2020.
-
The 'Trust etc' form and notes have been added for tax year 2018 to 2019.
-
The form and notes have been added for tax year 2017 to 2018.
-
The form and notes have been added for tax year 2016 to 2017.
-
Rates, allowances and duties have been updated for the tax year 2016 to 2017.
-
The 2015 to 2016 form has been added to this page.
-
Added translation