| Contributions made to any pension funds | ¨ |
| Your own contributions | |
| Your employer’s contributions | |
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| Investments – Interest | |
| Bank or building society notification | ¨ |
| National savings, bonds, government stock | ¨ |
| | |
| Investments – Shareholdings | |
| Dividend counterfoils | ¨ |
| Stock brokers schedules | ¨ |
| Purchase/sale notes, portfolio valuation | ¨ |
| | |
| Land and property income | |
| Income and Expenditure details | ¨ |
| Loan interest certificate or mortgage statement | ¨ |
| Property purchase/sale completion certificate | ¨ |
| Details of any change in ownership of property | ¨ |
| | |
| Pensions received | |
| State pension – notification of amount (Notify if weekly, monthly or 4-weekly) | ¨ |
| Form P60 for Private pension/Annuity | ¨ |
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State benefits Child benefit details (only relevant if you or your partners income exceeds £50,000)
Letter from DWP showing taxable benefit | ¨ ¨ |
| Other Taxable State benefits | |
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| Self employment – Only income NOT included in the business accounts | ¨ |
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| Student Loans outstanding – please advise Type 1 or Type 2 | |
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| Other | |
| Marriage transfer allowance claimed | ¨ ¨ |
| Gift Aid payments | ¨ |
| Life policy gains (Please provide “certificate of chargeable event”) | ¨ |
| New or amended Deeds of Covenant | |