Form

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.

From:
HM Revenue & Customs
Published
4 April 2014
Last updated
6 April 2025 鈥� See all updates

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Ref: SA107

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Ref: SA107 notes

PDF, 417 KB, 4 pages

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Ref: SA107

PDF, 261 KB, 2 pages

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Ref: SA107 notes

PDF, 406 KB, 4 pages

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Details

Use the SA107 supplementary pages when filing your SA100 tax return to declare:

  • income from a trust, settlement or deceased person鈥檚 estate
  • any taxable income you received as a settlor

Trusts and settlements 鈥� income treated as the settlor鈥檚 (Self Assessment helpsheet HS270)
Use this guide to help you decide whether the income from a trust or settlement is treated as the settlor鈥檚.

Updates to this page

Published 4 April 2014
Last updated 6 April 2025 show all updates

  1. 皇冠体育app SA107 form and notes have been added for tax year 2024 to 2025. 皇冠体育app form and notes for tax year 2020 to 2021 have been removed.

  2. 皇冠体育app Trusts etc form and supporting notes for 2024 have been added.

  3. How to complete box 18 has been updated in the SA107 notes for tax year 2022 to 2023.

  4. 皇冠体育app SA107 form and notes have been added for tax year 2022 to 2023. Versions of the form and notes for 2019 have been removed.

  5. 皇冠体育app SA107 form and notes have been added for tax year 2021 to 2022. Versions of the form and notes for 2018 have been removed.

  6. 皇冠体育app 'Trust etc' form and notes have been added for tax year 2020 to 2021.

  7. 皇冠体育app 'Trust etc' form and notes have been added for tax year 2019 to 2020.

  8. 皇冠体育app 'Trust etc' form and notes have been added for tax year 2018 to 2019.

  9. 皇冠体育app form and notes have been added for tax year 2017 to 2018.

  10. 皇冠体育app form and notes have been added for tax year 2016 to 2017.

  11. Rates, allowances and duties have been updated for the tax year 2016 to 2017.

  12. 皇冠体育app 2015 to 2016 form has been added to this page.

  13. Added translation

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