Guidance

Trusts and estates toolkit

Get help if you鈥檙e a tax agent or adviser who has clients who must complete Trust and Estate Tax Returns.

From:
HM Revenue & Customs
Published
6 April 2014
Last updated
2 September 2022 鈥� See all updates

Documents

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ODT, 96 KB

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ODT, 71.3 KB

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ODT, 98.5 KB

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Details

This guidance may help you if trusts and estates are not a large part of your practice鈥檚 work.

You may find the toolkit useful to help you complete a trust and estate return, even if you鈥檙e not an agent or adviser.

Updates to this page

Published 6 April 2014
Last updated 2 September 2022 show all updates

  1. The trusts and estates toolkits for 2017 to 2018, 2018 to 2019 and 2019 to 2020 have been updated. Links to the tax pool calculator have been removed from these toolkits, as the calculator will no longer be available.

  2. Trusts and estates toolkit 鈥� 2021 to 2022 Trust and Estate Tax Returns has been added.

  3. The Trusts and Estates Toolkit: 2016 to 2017 Trust and Estate Tax Returns has been removed.

  4. The Agent toolkit for Trusts and Estates has been updated for 2020 to 2021.

  5. The Trusts and Estates Toolkit: 2019 to 2020 Trust and Estate Tax Returns has been revised.

  6. Agent toolkit for 鈥淭rusts and estates鈥� updated for 2019 to 2020.

  7. Agent toolkit for 'Trusts and estates' updated for 2019.

  8. Agent toolkit for Trusts and Estates updated for 2017 to 2018.

  9. Agent toolkit for Trusts and Estates updated for 2016 to 2017.

  10. Agent toolkit for Trusts and Estates updated for 2015 to 2016.

  11. Agent toolkit for trusts and estates updated for 2014 to 2015.

  12. First published.

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