Income of trusts and estates statistics datasets

We update the Income of Trusts and Estates statistics data annually using Inland Revenue administrative data.  

How we organise the data

The Excel spreadsheet has notes that give important background or technical information. The second tab contains charts included on the website. The third tab has tables and data going back to 2001. 

Files to download 

The spreadsheet has revisions to the 2022 to 2024 tax years and new data for the 2025 tax year. The data may not match what we have previously published. Only our most up-to-date information is available for download.