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Use supplementary pages SA923 to record pension scheme payments to the estate on the SA900 Trust and Estate Tax Return.
Use this form if you're an agent and you're unable to file a Self Assessment tax return online for your client.
Use form R91 if you're an insurer and a policyholder asks for their insurance benefits to be paid to them without tax being deducted.
Use form UK-REIT DT-Individual to claim repayment of United Kingdom income tax deducted from property income dividends paid by UK Real Estate Investment Trusts.
Use this form to tell us that Inheritance Tax is due on assets that have stopped being held in special trusts.
Use this form to tell HMRC about a transferor or settlor who is a long-term UK resident, but transitional provisions apply. This form is for chargeable events on or after 6 April 2025.
Use form R185 (Pension LSDB) to provide a beneficiary information about a payment funded by a taxable lump sum death benefit.
Use this form to apply for approval to be an ISA manager.
Use this form if you're an ISA manager and need to make an annual market value return of statistical information (both subscriptions and market value) to HM Revenue and Customs.
Use supplementary pages SA102MSP to record employment income on your SA100 Tax Return if you're a member of the Scottish Parliament.
Use supplementary pages SA102MS to record employment income on your SA100 Tax Return if you're a member of the Senedd Cymru — Welsh Parliament.
Use supplementary pages SA901L to declare Lloyd's membership income on the SA900 Trust and Estate Tax Return.
If you are an accredited community development finance institution, fill in this certificate for eligible investors to claim tax relief.
You can ask to have your joint annuity paid without tax taken off by using form R86.
Use this form to tell us about an event affecting property with an exemption from Inheritance Tax or Estate Duty.
Use form R185 (Pension scheme admin) to provide a trust information about a taxable lump sum death benefit.
Use form SFE1 if you are a trustee and want to elect for a fund or other part of settled property to be treated as a separate settlement.
Use form IHT105 to tell us a 'chargeable event' on an alternatively secured or unsecured pension fund where the chargeable value is 'nil' because the fund is being used for a relevant dependant(s) or being pa…
Use form C5 with form C1 Confirmation if the deceased's estate is an 'excepted estate' and the person died on or after 1 November 2004 but before 1 September 2006 with their permanent home in Scotland.
Use supplementary pages SA102MLA to record employment income on your SA100 Tax Return if you're a member of the Northern Ireland Legislative Assembly.
Don’t include personal or financial information like your National Insurance number or credit card details.
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