Employment Income

If you have any employments please provide forms P60 and P11d in respect of each employment and complete the sections below. If you have changed employers during the year please provide the relevant start and end dates.

Employer Name	Notes
Details Enclosed / Not applicable

If you are liable to make Student Loan repayments please provide the following information:

Details	Notes
The repayments deducted by your employer in the year.	Details Enclosed / Not applicable
Do you think the loan may be fully repaid within the next 2 years?
If this is an income contingent loan and repayment commenced prior to 6 April 2014 please provide a copy of the notification letter from the Student Loans Company.

Trading Income

If you have any self-employment income, please provide details and the accounts information for the trades:

Trading Name	Notes
Details Enclosed / Not applicable

Pension Income

If you were in receipt of a pension (other than a state pension) forms P60 in respect of each pension. If you started to receive a pension during the year please provide details of the date the pension payments commenced:

Pension Provider	Notes
Details Enclosed / Not applicable

State Benefits Income

Please provide details of any State Pension, Widows State Pension or Social Security Benefits received in the year:

State Benefit Type	Notes
Details Enclosed / Not applicable

UK Bank Interest Paid Gross

Details of any UK bank interest received without the deduction of basic rate tax:

Bank Name and Account Number	Notes
Details Enclosed / Not applicable

UK Bank Interest Received Net of Tax

Details of any UK Bank interest received where basic rate tax has been deducted:

Bank Name and Account Number	Notes
Details Enclosed / Not applicable

National Savings Interest Paid Gross

Details of any National Savings interest received without the deduction of basic rate tax:

Account Type and Account Number	Notes
Details Enclosed / Not applicable

Other UK Interest Paid Gross

Details of any other UK investment income received without the deduction of basic rate tax:

Details	Notes
Details Enclosed / Not applicable

UK Investment Income

Certificates of net Income or dividend vouchers for any investments:

Name	Notes
Details Enclosed / Not applicable

UK Unit Trust Interest Paid Gross

Details of any interest from Unit Trusts received without the deduction of basic rate tax:

Name	Notes
Details Enclosed / Not applicable

Income from UK Property

Details of any income received and any expenses incurred in respect of any UK Rental property:

Address	Notes
Details Enclosed / Not applicable

Income from Trusts

Forms R185 in respect of any Trust income received:

Trust Name	Notes
Details Enclosed / Not applicable

Income from Trusts Chargeable on Settlors

Forms R185 in respect of any Trust income chargeable on settlors:

Trust Name	Notes
Details Enclosed / Not applicable

Income from Estates

Forms R185 in respect of any Estate income received:

Estate Name	Notes
Details Enclosed / Not applicable

Foreign Pension Income

If you were in receipt of a foreign pension (other than a state pension) details of each pension including the country of origin, the gross amount and any tax deducted. If you started to receive a pension during the year please provide details of the date the pension payments commenced:

Pension Provider	Notes
Details Enclosed / Not applicable

Foreign State Benefit Income

Details of the foreign state benefits received, including the country of origin, the gross amount and any tax deducted. If you started to receive or ceased to receive these during the year please provide the relevant dates:

State Benefit Type	Notes
Details Enclosed / Not applicable

Foreign Interest

Details of any interest received from foreign sources including the country of origin and details of any tax deducted:

Name	Notes
Details Enclosed / Not applicable

Foreign Dividend Income

Details of any foreign dividends received including the country of origin and any tax credits, please provide dividend vouchers where possible:

Name	Notes
Details Enclosed / Not applicable

Income from Foreign Property

Details of any income received and any expenses incurred including the country of origin and any foreign tax deducted in respect of any Foreign Rental property:

Address	Notes
Details Enclosed / Not applicable

Income from Foreign Life Insurance Policies

Details of the life insurance gains received from foreign life insurance policies, including the country of origin and any notional tax paid:

Policy Provider	Notes
Details Enclosed / Not applicable

Other Foreign Income

Details of other foreign income received including the type of income, country of origin and any tax deducted:

Name	Notes
Details Enclosed / Not applicable

Lloyd’s Income

If you were a Lloyd’s name, details of any income and expenditure for the Lloyd’s year ended 31 December «Query_LloydYearEnd»

Lloyd’s Reference	Notes
Details Enclosed / Not applicable

Other Income

Details of any Accrued income charges, accrued income reliefs, Category ‘A’ or Category ‘B’ income sources not included elsewhere:

Name	Notes
Details Enclosed / Not applicable

Pension Contributions

Details of any Pension contributions paid during the year, please provide details of the provider, policy number and the amounts paid:

Name	Enclosed
Details Enclosed / Not applicable

Tax charge on excess pension savings

It is possible to save as much as you want towards your pension but there is a limit on the value added to your pension fund that can receive tax relief each year. As this includes contributions made by your employer to both defined contributions and defined benefits schemes, it is important we understand what contributions are being made by your employer on your behalf as well as contributions being paid by you. If the limits are breached, a tax charge is due on the excess contributions.

Please therefore confirm what pension provisions have been put in place with your employer and provide the latest annual statements and pension forecasts, showing both personal and employer contributions, in order that we can review the overall increase in pension savings for the year.

Charitable Donations

Details of any Gift Aid or Covenants to charity paid during the year:

Name	Enclosed
Details Enclosed / Not applicable

EIS, VCT, SEIS and SITR Subscriptions

Details of any subscriptions to EIS, VCT, SEIS or SITR schemes paid during the year:

Name	Enclosed
Details Enclosed / Not applicable

Allowances

List any allowances you are eligible to claim:

Allowance Type	Notes
Details Enclosed / Not applicable

Child Benefit

If you were in receipt of child benefit payments, please provide the Name and Date of Birth for all eligible children as well as the total Child Benefit received during the year:

Name & Date of Birth	Total Received
Details Enclosed / Not applicable

Residence

If you were treated as non-resident for the year, please provide details of any changes in your residence, remittance or domicile status, together with any details of any time spent in the UK:

Details	Enclosed
Details Enclosed / Not applicable

Any Other Details

If you have acquired or disposed of any shares, securities, unit trusts or any other assets by any method, (for instance inheritance, stock dividends, rights issues, gift, redemption, sale of rights etc), please let me have the details and any documentation that you hold.

Description	Enclosed