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 | ¨ |
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Investments – Shareholdings | |
Dividend counterfoils | ¨ |
Stock brokers schedules | ¨ |
Purchase/sale notes, portfolio valuation | ¨ |
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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 | ¨ |
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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 | |