We explain what people usually mean when they search for the hmrc trust and estates edinburgh address. We set out how this team fits into the wider revenue system and what to expect when you get in touch.
First, most queries are best sent to the address shown on your paperwork. That avoids delays. We’ll show the common posting routes, including BX9 details, so you send forms to the right place first time.
Next, we outline the main tax areas that overlap here: Income Tax, Capital Gains and Self Assessment. We keep explanations plain so you can act quickly.
Finally, we list the key facts to gather before you phone or write. This saves time and reduces repeated enquiries. We use a calm, step‑by‑step approach to guide you through bereavement or ongoing administration with clear, practical service notes.
Key Takeaways
- Use the address on your own letter where possible to avoid delay.
- Common tax issues include Income Tax, Capital Gains and Self Assessment.
- We signpost common posting options, including BX9 addresses.
- Gather documents first to speed up enquiries and reduce repeats.
- This short guide is a practical, navigational starting point.
HMRC Trust and Estates Edinburgh office responsibilities and what this team typically handles
This office handles routine administration and any tax matters that flow from an estate or settlement. We explain, in clear terms, the main areas you will meet and why cases move between teams.
Trust and estate tax touchpoints: Income Tax, Capital Gains and Self Assessment links
Every estate or settlement can trigger several taxes. You may see income tax on rent or dividends, capital gains when an asset is sold, and Self Assessment-style reporting when returns are needed.
We often see cases passed between teams. That happens when a file covers PAYE, Self Assessment or specific compliance checks. A property sale might need capital gains work, while rental income needs income tax handling.
When you should follow the address on your HMRC letter rather than a generic office address
Use the contact details on any letter you receive. That is usually the fastest route. Letters often start compliance actions or set deadlines. Using a generic contact can slow a reply or miss a deadline.
If you have lost the letter, check the category: Self Assessment, PAYE/NIC or complaints. If unsure, note key dates and the type of income before you call or write.
hmrc trust and estates edinburgh address, contact and where to send your enquiry
Before you post or call, gather the key ID details that let revenue staff find your file fast.
Have your national insurance number, tax year and the key dates to hand. These include date of death, date of creation and any disposal dates. Missing dates slow an enquiry.
Before you write or call: have your National Insurance number and key dates to hand
We suggest copying references on every form. Use recorded delivery for urgent papers. If a tax office has written to you, reply to that office not a general line.
Common postal routes
| Service | Purpose | Postal details | When to use |
|---|---|---|---|
| Self Assessment (general enquiries) | Assessment queries, filing help | Self Assessment, HM Revenue and Customs, BX9 1AS, United Kingdom | Use for returns and general assessment questions |
| Change of details | Update personal or contact info | HM Revenue and Customs – Self Assessment, PO Box 4000, Cardiff, CF14 8HR | Send address or name changes here |
| Employer and NI routes | Employer enquiries, NI contributions, PAYE payments | PT Operations North East England, BX9 1BX / BX9 1AN; HMRC Direct, BX5 5BD | Payroll, contributions queries and payment issues |
Practical tip: keep copies of forms, write the reference on each page and post with a tracked service. If you act as an agent, see our guidance on registering as an agent.
Telephone numbers, phone and accessibility options for HMRC-style enquiries
When you need to call about a tax matter, knowing the right phone route saves time and stress.
Finding the correct contact
Match your issue to the correct telephone numbers: Self Assessment lines for returns, national insurance or PAYE lines for contributions and payroll, or the number shown on any letter if it is case‑specific.
What you’ll be asked and what to have ready
- Identity checks: name, date of birth and National Insurance number where relevant.
- Reference details: UTRs, the reference on the letter, or any insurance number you hold.
- Key dates: tax year, date of death or disposal dates for assessment purposes.
Calling as an agent requires authority. If you call as an agent, the service will ask for client consent or agent authorisation.
If redirected, asked to write in, or told to use the letter contact, follow that route. Ask for reasonable adjustments or relay services if you need them.
We recommend calling at quieter times and keeping notes of the call reference to speed any follow‑up.
Complaints, debt management and escalation routes (BX9 complaint addresses)
If you need to escalate a problem, there are clear postal routes for complaints and debt management that you should use.
When to complain: use a complaint for delays, poor communication or repeated errors. If you need a technical review or want to appeal an assessment, follow the formal appeal route instead. Keep the focus on service and the effect on you.
Income tax and PAYE complaints
PAYE and Self Assessment Complaints, HM Revenue and Customs, BX9 1AB. Use this for income tax or self assessment service failures and PAYE reporting problems.
National Insurance and employer complaints
NIC and EO Complaints, HM Revenue and Customs, BX9 1AA. Send employer or National Insurance complaints here, for example where income records or employer payment queries affect the estate administration.
Debt management complaints
Debt Management Complaints, HM Revenue and Customs, BX9 1JT. If collection action or a payment plan is causing hardship, explain the impact and ask for a halt or review while you provide documents.
Compliance check or enquiry complaints
Customer Compliance Complaints, HM Revenue and Customs, BX9 2AB. Use this for complaints about how a compliance check or enquiry was handled. Keep the complaint factual and stick to process and treatment.
“Keep copies of timelines, letters and reference numbers. Say clearly what outcome you want.”
If you are an agent, note the online complaints form needs sign‑in via Government Gateway and cannot be used by an agent. You must either ask the taxpayer to submit the online form or write to the relevant BX9 unit. Include timelines, forms, reference numbers and a clear description of the problem.
For wider guidance on tax matters linked to estates, see our non-domicile inheritance tax guide.
Conclusion
We recommend a simple rule: use the contact shown on any official letter, or select the correct category if you have none.
Start by confirming the office to which you will send forms. If you must post, use the BX9 routes or the Cardiff PO Box noted in this guide. That gets papers to the right team fast.
Prepare your national insurance number, key dates and clear references before you call or write. Have copies of all forms and note posting dates. Track replies to avoid repeat enquiries.
Next step: keep a simple checklist, use tracked post, and ensure agent authority is in place for complaints or sensitive enquiries. This helps speed assessment, payment and any capital gains or income tax queries.