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Include checklist to help identify areas where advisers may need additional help
HMRC have published toolkits to accompany the trust and estate return.
The toolkits, which the department claims are designed to help advisers when completing such returns, contain an introductory section that explains the context and objectives, a checklist to help identify the areas where advisers may need additional help, and explanatory notes, which identify potential errors and what can be done to mitigate them.
There are also links to relevant guidance.
The trusts toolkits together with four others can be found on the agent and adviser pages on the HMRC’s website.
