Follow the links below to access the forms you might need when handling your clients' trust tax matters.
41G (Trust) - Trust Details Use form 41G (Trust) to register a new trust with HM Revenue & Customs
SA900 - Trust and Estate Tax Return Use form SA900 to file a tax return for a trust or estate
SA905 - Trust and Estate Capital Gains The Self Assessment tax return supplementary page for the gains of trusts and estates
SA107 - Trusts etc If you are a representative of a deceased person, use the SA107 supplementary pages to declare income from trusts and settlements from their estate
All Self Assessment tax return forms, notes and helpsheets Go to all forms, notes and helpsheets for Self Assessment
R185 (Trust Income) - Statement of Income from Trusts If you are a trustee, use this form to tell beneficiaries about amounts paid or entitlements to income from a trust. If you are a beneficiary, keep this form safe
R185 (Estate Income) - Statement of Income from Estates Personal representatives (who can be either executors or administrators) may use this form to advise beneficiaries about income from the residue of the estate of a deceased person
50(FS) - Trust gains and capital payments for year ended 5 April 2012 Non Resident Trustees return of trust gains and capital payments for year ending 5 April 2012
VPE1 - Vulnerable Person Election Form A trust set up for a disabled person or bereaved child may qualify for a vulnerable beneficiary relief. Use form VPE1 to make a vulnerable person election
