Trust information
- Type of Trust
- Beneficiaries
- Trust Register
- Tax Pool
- Income not liable to special trust rate
- Residence status
- Charity information
Income
- Trade profit/(loss)
- Lloyd’s underwriters
- Partnership profit /(loss)
- Interest etc
- Dividends etc
- UK Property
- Gains on UK life insurance policies
- Other UK income/(losses)
- Foreign savings interest
- Dividends from foreign companies
- Foreign property
- Foreign life assurance gains
- Disposals of holdings in offshore funds
Gains
Deemed income
- Accrued income & deeply discounted securities
- Other deemed income etc
- Company purchase of its own shares
Reliefs
- Royalties and annual payments made
- Interest on loans used to pay inheritance tax
- Foreign tax credit relief
- Vulnerable beneficiary relief