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Wednesday, 3 October 2023

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

Find out when and how you need to tell HM Revenue & Customs about a new trust – and when you don't

When to tell HMRC about assets that are put into or taken out of trust, if a trust ceases, address changes or other changes

What trust records to keep for tax purposes, how long to keep them and what to do if they are lost or destroyed

Search for trust forms, supplementary pages, worksheets and related help and guidance

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