Personal finances - helpful documents

Latest

Gifts and other transfers of value
Gifts.pdf
Adobe Acrobat document [157.1 KB]
Integrated Inheritance Tax account
IHT400, its calculation and all of the supplementary forms (IHT401 - IHT423) in one integrated form
Integrated inheritance tax account.pdf
Adobe Acrobat document [2.1 MB]
Guide to completing your Inheritance Tax account
Inheritance tax notes.pdf
Adobe Acrobat document [1.7 MB]
Approaching retirement
A guide to tax and National Insurance contributions
Approaching retirement.pdf
Adobe Acrobat document [136.9 KB]
Charities - 'fit and proper person' helpsheet and model declaration
For use by 'managers' of a charity, Community Amateur Sports Club (CASC) or other organisation entitled to UK charity tax reliefs
Declaration charity trustees.pdf
Adobe Acrobat document [42.9 KB]
Tax credits and child benefit
Authority for an intermediary to act on your behalf
Authority to act.pdf
Adobe Acrobat document [70.7 KB]
Guide to child tax credit and working tax credit
Child and working tax credit guide.pdf
Adobe Acrobat document [300.3 KB]
Child benefit income tax charge
Income tax charge for those on higher incomes
Child benefit income tax charge.pdf
Adobe Acrobat document [66.0 KB]
Financial advice changes
Three big changes are happening to the way you get advice from financial experts
FSA consumer guide booklet.pdf
Adobe Acrobat document [1.2 MB]
Form R85
Getting your interest without tax taken off
r85-Getting your interest without tax ta[...]
Adobe Acrobat document [65.0 KB]
Paying tax if you buy and sell things from home
Home traders tax.pdf
Adobe Acrobat document [89.0 KB]
Pensions tax relief and you
Saving for your pension - tax rules
Pensions individuals.pdf
Adobe Acrobat document [46.1 KB]
Personal tax return
Personal tax return.pdf
Adobe Acrobat document [433.5 KB]
Student loans
A quick guide
Student loans.pdf
Adobe Acrobat document [127.4 KB]
Thinking of working for yourself?
Thinking.pdf
Adobe Acrobat document [223.5 KB]
VAT - tax free shopping in the UK
Tax free shopping in the UK.pdf
Adobe Acrobat document [457.2 KB]

Gift Aid

Charities Online
making your Gift Aid repayments quicker and easier
charities-online.pdf
Adobe Acrobat document [165.8 KB]
Gift Aid declaration
For a single donation
Gift Aid single donation.pdf
Adobe Acrobat document [22.7 KB]
Gift Aid declaration
for past, present & future donations
Gift Aid past and future donations.pdf
Adobe Acrobat document [23.0 KB]
Gift Aid - sponsorship and declaration form
Sponsorship and declaration Gift Aid for[...]
Adobe Acrobat document [78.6 KB]
What is a Gift Aid declaration?
Helpsheet 2 Gift Aid.pdf
Adobe Acrobat document [146.0 KB]