Guidance

Capital Gains Tax for trusts and estates supplementary toolkit

Get help if you’re a tax agent or adviser who has clients with Capital Gains Tax for trusts and estates income to declare on Self Assessment tax returns.

Documents

Capital Gains Tax for trusts and estates supplementary toolkit 2021 to 2022

Request an accessible format.
If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Capital Gains Tax for trusts and estates supplementary toolkit 2020 to 2021

Request an accessible format.
If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Capital Gains Tax for trusts and estates supplementary toolkit 2019 to 2020 (revised)

Request an accessible format.
If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Capital Gains Tax for trusts and estates supplementary toolkit 2018 to 2019

Request an accessible format.
If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Capital Gains Tax for trusts and estates supplementary toolkit 2017 to 2018

Request an accessible format.
If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Details

Find out about common errors on Capital Gains Tax for trusts and estates in tax returns.

You can use this toolkit with the main toolkit for trusts and estates.

Published 1 January 2014
Last updated 28 June 2022 + show all updates
  1. The Capital Gains Tax for trusts and estates supplementary toolkit 2021 to 2022 has been added.

  2. The Capital Gains Tax for trusts and estates supplementary toolkit 2016 to 2017 has been removed.

  3. The Agent toolkit for Capital Gains Tax for trusts and estates has been updated for 2020 to 2021.

  4. Agent toolkit for “Capital Gains Tax for Trusts & Estates” revised for 2020.

  5. Agent toolkit for Capital Gains Tax for trusts and estates updated for 2019 - 2020

  6. Agent toolkit for 'Capital Gains Tax for trusts and estates supplementary' updated for 2019.

  7. Agent toolkit for Capital Gains Tax for Trusts and Estates updated for 2017 to 2018.

  8. Agent toolkit for Capital Gains Tax for Trusts and Estates updated for 2016 to 2017.

  9. Agent toolkit for Capital Gains Tax for trusts and estates supplementary toolkit updated for 2015 to 2016.

  10. Agent toolkit for Capital Gains Tax for trusts and estates supplementary updated for 2014 to 2015.

  11. First published.