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.

From:
HM Revenue & Customs
Published
4 April 2014
Last updated
6 April 2025 — See all updates

Documents

Trusts etc (2025)

PDF, 254 KB, 2 pages

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Trusts etc notes (2025)

PDF, 408 KB, 4 pages

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Trusts etc (2024)

PDF, 252 KB, 2 pages

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Trusts etc notes (2024)

PDF, 414 KB, 4 pages

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Trusts etc (2023)

Ref: SA107

PDF, 202 KB, 2 pages

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Trusts etc notes (2023)

Ref: SA107 notes

PDF, 417 KB, 4 pages

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Trusts etc (2022)

Ref: SA107

PDF, 261 KB, 2 pages

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Trusts etc notes (2022)

Ref: SA107 notes

PDF, 406 KB, 4 pages

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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
  • any taxable income you received as a settlor

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.

Updates to this page

Published 4 April 2014
Last updated 6 April 2025 show all updates

  1. The SA107 form and notes have been added for tax year 2024 to 2025. The form and notes for tax year 2020 to 2021 have been removed.

  2. The Trusts etc form and supporting notes for 2024 have been added.

  3. How to complete box 18 has been updated in the SA107 notes for tax year 2022 to 2023.

  4. The SA107 form and notes have been added for tax year 2022 to 2023. Versions of the form and notes for 2019 have been removed.

  5. 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.

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

  7. The 'Trust etc' form and notes have been added for tax year 2019 to 2020.

  8. The 'Trust etc' 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 form and notes have been added for tax year 2016 to 2017.

  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. Added translation

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