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Posted Sat, 23 Sep 2023 17:02:43 GMT by Mike Cross
I am a trustee of a Discretionary Will Trust. The Trust has been would up by distributing the assets to the beneficiaries. The assets include equities (shares) and an income bond, both of which have been distributed "in specie". How do I report these "in specie" distributions in what will be the Trust's final Self Assessment tax return?
Posted Tue, 03 Oct 2023 10:03:42 GMT by HMRC Admin 19

You can see guidance on how to complete the return here:

Trust and Estate, Tax Return Guide

Thank you.

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