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Trusts and estates: detailed information

Guidance and forms covering trusts and estates. Including how to work out what's taxable, register and manage your details.

• From: HM Revenue & Customs and HM Treasury
• Published: 8 February 2024

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Guidance

• Trusts and taxes
• Find out about taxable items, tax pools and deductions for trusts and Income Tax
  • 6 April 2024
  • Guidance
• Trusts and Capital Gains: work out your tax
  • 17 December 2024
  • Guidance
• Trusts and Inheritance Tax
  • 28 March 2024
  • Guidance
• Trusts and estates forms and guides
  • 29 November 2014
  • Collection
• Non-resident trusts
  • 9 April 2024
  • Guidance
• Records to keep for trusts
  • 11 July 2023
  • Guidance

Register a trust

• Register a trust as a trustee
  • 18 December 2023
  • Guidance
• Register a trust as an agent
  • 20 December 2023
  • Guidance

Manage a trust

• Manage your trust's details
  • 20 December 2023
  • Guidance

Register an estate

• Register an estate as a personal representative
  • 6 April 2024
  • Guidance
• Register your client’s estate
  • 6 April 2024
  • Guidance

Manage an estate

• Manage your estate's details
  • 27 September 2021
  • Guidance

Manuals and newsletters

• Trusts and Inheritance Tax Manuals
  • 8 September 2021
  • Collection
• HMRC Trusts and Estates newsletters
  • 28 August 2024
  • Guidance

Published 8 February 2024