SA900 - Trust and Estate Return

Forms and Guidance

Download

This form is available in the following format(s):

• SA900 Trust and Estate Tax Return (PDF) 

This form is available from your Local Tax Office or our Forms Ordering Service.

Helpsheets

• HS270 Trusts and settlements - income treated as the settlor's
• HS294 Trusts and Capital Gains Tax (PDF 88KB)
• HS299 Non-Resident Trusts and Capital Gain Tax
• HS301 Calculation of the increase in Tax charge on Capital Gains from non-resident, dual resident and immigrating trusts
• HS320 Gains on UK life insurance policies
• HS321 Gains on foreign life insurance policies
• HS325 Other taxable income

Worksheets

• SA950 Trust and Estate Tax Return Guide
• SA951 Trust and Estate Tax Calculation Guide

Leaflets

• IR152 Trusts an Introduction

Other guidance

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