HMRC update trust statement form

Released 28 May 2021

HMRC have published new versions of form R185 (trust income): Statement of income from trust, and R185 (settlor): Statement of trust income chargeable on settlor, for the 2020/21 tax year.

Form R185 (trust income) is used to tell beneficiaries about amounts paid or entitlements to income from a trust.

Form R185 (settlor) is used by trustees to notify a settlor about income arising from the trust in which they retain an interest.

View Statement of income from trust (R185) (trust income).

View Statement of trust income chargeable on settlor (R185 (Settlor)).

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