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Trustee tax obligations

Trustee tax responsibilitiesFiling the trust tax return, keeping records and receipts, preparing form R185 for beneficiaries

Notifying HMRC about a new trustFind out when and how you need to notify HM Revenue & Customs about a new trust – and when you don't

Reporting trust changes and events to HMRCWho to tell about trust changes - assets put into or taken out of trust, a trust ceases, address changes, other changes

Trust record keeping for tax purposesWhat trust records to keep for tax, how long to keep them and what to do if they are lost or destroyed

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