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CCH Software User Documentation

Trust/Settlement income

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Enter the details relating to income you have received from the estate of a deceased person in the Estate Income tab.

Tax Rates and Income Types

 The following table describes the tax rates and types of income that you can claim tax relief for.


Tax Rate

Types of Income

Rate applicable to trusts

net amount of discretionary income from a UK resident trust.

Settlor interested trust

payments from a settlor interested trust.

Non savings income

This includes rental income

Savings income

This includes bank and building society interest

Dividend income 

Additional tax paid on certain life insurance policies

Dividends for 2017.

Paid by the trustees on certain UK life assurance policies



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