Self Assessment: Trusts etc (SA107)
Use supplementary pages SA107 to record income you received from a trust, settlement or deceased person's estate on your SA100 tax return.
Documents
Details
Use the SA107 supplementary pages when filing your SA100 tax return to declare:
- income from a trust, settlement or deceased person’s estate
- any taxable income you received as a settlor
Related forms and guidance
Trusts and settlements — income treated as the settlor’s (Self Assessment helpsheet HS270)
Use this guide to help you decide whether the income from a trust or settlement is treated as the settlor’s.
Last updated 6 April 2024 + show all updates
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The Trusts etc form and supporting notes for 2024 have been added.
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How to complete box 18 has been updated in the SA107 notes for tax year 2022 to 2023.
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The SA107 form and notes have been added for tax year 2022 to 2023. Versions of the form and notes for 2019 have been removed.
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The SA107 form and notes have been added for tax year 2021 to 2022. Versions of the form and notes for 2018 have been removed.
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The 'Trust etc' form and notes have been added for tax year 2020 to 2021.
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The 'Trust etc' form and notes have been added for tax year 2019 to 2020.
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The 'Trust etc' form and notes have been added for tax year 2018 to 2019.
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The form and notes have been added for tax year 2017 to 2018.
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The form and notes have been added for tax year 2016 to 2017.
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Rates, allowances and duties have been updated for the tax year 2016 to 2017.
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The 2015 to 2016 form has been added to this page.
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Added translation