Interest and alternative finance receipts
|
  |
Interest and alternative finance receipts from UK banks or building societies |
|
- |
bank, building society etc interest and alternative finance receipts that have not had
tax taken off. |
|
£ |
|
- |
taxed bank or building society etc interest and alternative finance receipts. |
 |
|
£ |
|
|
£ |
|
|
£ |
|
  |
Interest distributions from UK authorised unit
trusts and open-ended investment companies |
|
 |
|
£ |
|
|
£ |
|
|
£ |
|
  |
National Savings (other than First Option Bonds and Fixed Rate Savings Bonds and the first £70 of interest from a National Savings Ordinary Account) |
|
|
£ |
|
  |
National Savings & Investments First Option Bonds and Fixed Rate Savings Bonds |
|
 |
|
£ |
|
|
£ |
|
|
£ |
|
  |
Other income from UK savings and investments (except dividends) |
|
 |
|
£ |
|
|
£ |
|
|
£ |
|
Dividends
|
  |
Dividends and other qualifying distributions from UK companies |
|
 |
|
£ |
|
|
£ |
|
|
£ |
|
  |
Dividend distributions from UK authorised unit trusts and open-ended investment companies |
|
 |
|
£ |
|
|
£ |
|
|
£ |
|
  |
Stock dividends from UK companies |
|
 |
|
£ |
|
|
£ |
|
|
£ |
|
  |
Non-qualifying distributions and loans written off |
|
 |
|
£ |
|
|
£ |
|
|
£ |
|
 |
Q11 |
I received a taxable UK pension, retirement annuity, Social Security benefit or a Statutory Payment. |
 |
|
State pensions and benefits
|
|
Taxable amount for 2005/2006 |
  |
State Retirement Pension |
|
|
£ |
|
  |
Widow's Pension or Bereavement Allowance |
|
|
£ |
|
  |
Widowed Mother's Allowance or Widowed Parent's Allowance |
|
|
£ |
|
  |
Industrial Death Benefit Pension |
|
|
£ |
|
  |
Jobseeker's Allowance |
|
|
£ |
|
  |
Carer's Allowance |
|
|
£ |
|
  |
Statutory Payments paid by HM Revenue & Customs, including Statutory Sick, Maternity, Paternity and Adoption Pay |
|
|
£ |
|
  |
Taxable Incapacity Benefit |
|
|
£ |
|
|
£ |
|
Other pensions and retirement annuities
|
  |
Pensions (other than State pensions) and retirement annuities |
|
 |
|
£ |
|
|
£ |
|
|
£ |
|
  |
Deduction |
|
|
£ |
|
Q12 |
I
made gains on UK life insurance policies, life annuities or capital
redemption policies or received refunds of surplus funds from
additional voluntary contributions. |
|
|
|
  |
Gains on UK annuities and friendly societies' life insurance policies where no tax is treated as paid |
|
 |
|
 |
|
|
|
£ |
|
  |
Gains on UK life insurance policies etc. on which tax is treated as paid |
|
 |
|
 |
|
|
£ |
|
|
£ |
|
  |
Gains on life insurance policies in ISAs that have been voided |
|
 |
|
 |
|
|
£ |
|
|
£ |
|
  |
Deficiency relief |
|
 |
|
£ |
|
|
  |
Refunds of surplus funds from additional voluntary contributions |
|
 |
|
£ |
|
|
£ |
|
|
£ |
|
Q13 |
I received other taxable income which I have not already entered elsewhere in my Tax Return. |
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|
  |
Other taxable income |
|
 |
|
£ |
|
|
£ |
|
|
£ |
|
  |
Select
this box if you have claimed enhanced capital allowances for designated
environmentally beneficial plant and machinery to arrive at the figure
in box 13.1 |
|
|
|
 |
 |
|
£ |
|
|
£ |
|
|
£ |
|
 |
Reliefs for the Year Ended 5 April 2006 |
|
 |
Q14 |
I want to claim relief for pension contributions. |
 |
|
Payments to your retirement annuity contracts
|
 |
|
£ |
|
|
£ |
|
|
£ |
|
 |
|
£ |
|
|
Payments to your personal pension (including stakeholder pension) contracts
|
 |
|
£ |
|
|
£ |
|
|
£ |
|
Contributions to other pension schemes & Free-Standing AVC schemes
|
 |
|
£ |
|
|
£ |
|
|
Q15 |
I want to claim one or more of the following reliefs. |
 |
|
  |
Interest and alternative finance payments eligible for relief on qualifying loans and arrangements |
|
|
£ |
|
  |
Maintenance
or alimony payments you have made under a court order, Child Support
Agency assessment or legally binding order or agreement |
|
|
£ |
|
 |
To claim this relief, either you, your former spouse or former civil partner must have been 65 or over on 5 April 2000. |
|
|
|
|
  |
Subscriptions for Venture Capital Trust shares (up to £200,000) |
|
|
£ |
|
  |
Subscriptions under the Enterprise Investment Scheme (up to £200,000) |
|
|
£ |
|
  |
Community Investment Tax relief - invested amount relating to previous tax year(s) and on which relief is due |
|
|
£ |
|
Total amount on which relief is claimed |
  |
Community Investment Tax relief - invested amount for current tax year |
|
|
£ |
|
|
£ |
|
  |
Post-cessation expenses, pre-incorporation losses brought forward and losses on deeply discounted securities, etc |
|
|
£ |
|
  |
Trade annuities and patent royalties |
|
|
£ |
|
  |
Payments to a trade union or friendly society for death benefits |
|
|
£ |
|
  |
Payment to your employer's compulsory widow's, widower's or orphan's benefit scheme |
|
|
£ |
|
  |
Relief claimed on a qualifying distribution on the redemption of bonus shares or securities |
|
|
£ |
|
Q15A |
I want to claim relief on gifts to charity. |
 |
|
  |
Gift Aid payments, including covenanted payments to charities, made between 6 April 2005 and 5 April 2006 |
|
|
£ |
|
  |
Total of any 'one off' payments included in box 15A.1 |
|
|
£ |
|
  |
Gift Aid payments made after 5th April 2005 but treated as if made in 2004/2005 |
|
|
£ |
|
  |
Gift Aid payments made after 5th April 2006 but treated as if made in 2005/2006 |
|
|
£ |
|
  |
Total relief claimed in 2005/2006 |
|
|
£ |
|
  |
Gifts of qualifying investments to charities - shares and securities |
|
|
£ |
|
  |
Gifts of qualifying investments to charities - real property |
|
|
£ |
|
Allowances for the Year Ended 5 April 2006 |
|
 |
Q16 |
 |
I want to claim: |
|
|
Blind person's allowance
|
 |
 |
|
|
Married couple's allowance
|
 |
 |
|
|
Transfer allowance to or from spouse
|
 |
 |
|
Blind person's allowance
|
 |
|
 |
|
|
 |
|
|
Married couple's allowance
|
 |
|
 |
|
|
 |
|
|
|
|
 |
|
|
 |
|
  |
Tick
box 16.7, or box 16.8 where half, or all, of the minimum amount of the
allowance has been allocated to your wife, husband or civil partner |
|
|
 |
Half |
 |
|
|
 |
All |
 |
|
  |
The date of birth of any previous wife, husband or civil partner with whom you lived at any time during 2005/2006 |
|
|
 |
|
  |
Tick box 16.10, or box 16.11 where half, or all, of the minimum amount of the allowance has been allocated to you |
|
|
 |
Half |
 |
|
|
 |
All |
 |
|
|
|
 |
|
|
 |
|
Transfer surplus allowances
|
  |
Tick 16.14 if you want your spouse or civil partner to have your unused allowances |
|
|
 |
|
  |
Tick 16.15 if you want to have your spouse's or civil partner's unused allowances |
|
|
 |
|
 |
The amount of the surplus allowances you can have: |
|
 |
|
£ |
|
|
£ |
|
Other Information for the Year Ended 5 April 2006 |
|
 |
Q17 |
I am liable to make Student Loan Repayments for 2005/2006 on an Income Contingent Student Loan. |
|
|
 |
Q18 |
I want to calculate my tax and, if appropriate, any Student Loan Repayment. |
|
|
 |
|
£ |
|
|
£ |
|
|
£ |
|
  |
Class 4 NIC due |
|
|
£ |
|
  |
Total tax, Class 4 NIC and Student Loan Repayment due for 2005/2006 before you made any payments on account |
|
|
£ |
|
 |
|
£ |
|
|
£ |
|
|
£ |
|
  |
Tick 18.6 if you are claiming to reduce your 2006/2007 payments on account |
|
|
 |
|
  |
Any 2006/2007 tax you are reclaiming now |
|
|
£ |
|
Q19 |
I want to claim a repayment if I have paid too much tax. |
 |
|
 |
Q19A |
Do you want to nominate a charity to receive all or part of your repayment? |
 |
|
  |
Tick box 19A.1 if you want to nominate a charity to receive all of your repayment |
|
|
 |
|
  |
Enter the amount of the repayment you want the charity to receive |
|
|
 |
|
  |
Charity code |
|
|
 |
|
  |
Tick box 19A.4 if you want Gift Aid to apply and are making the declaration below |
|
|
 |
|
  |
Tick box 19A.5 to confirm we can provide the charity with details of your name and address when we notify them of your donation. |
|
|
 |
|
Gift Aid declaration
- I want my gift to the nominated charity to be treated as a Gift Aid
donation. The charity will receive basic rate income tax on my gift. I
confirm that I will pay at least as much income or capital gains tax in
2005/2006 as the charity will receive on my donation. |
|
Q19B |
Do you want your repayment to be paid to yourself or to your nominee? |
 |
|
Repayment direct into a bank or building society account
|
 |
Should the repayment be sent: |
|
  |
to your bank or building society account? |
|
|
 |
|
  |
to your nominee's bank or building society account? |
|
|
 |
|
  |
Name of bank or building society |
|
|
 |
|
|
|
 |
|
|
 |
|
|
|
 |
|
|
 |
|
Repayment by cheque
|
 |
Should the cheque be sent: |
|
  |
to you, at the address on the front page? |
|
|
 |
|
  |
to your nominee? |
|
|
 |
|
  |
My nominee is my agent |
|
|
 |
|
  |
Agent's reference for you (if your agent is your nominee) |
|
|
 |
|
 |
I authorise |
|
|
 |
|
 |
- |
Nominee/agent address |
|
|
 |
|
|
to receive on my behalf the amount due |
|
|
Q20 |
I have already had 2005/2006 tax refunded or set off by my HM Revenue & Customs office or by Jobcentre Plus. |
|
|
|
 |
- |
If yes, enter the amount of the refund in 20.1 |
|
|
£ |
|
Q21 |
My name or address on the front of the Tax Return is wrong. |
 |
|
 |
Q22 Please give other personal details. |
 |
|
Q23 Please tick 23.1 to 23.9A if they apply. Provide any additional information in boxes 23.2A and 23.9A below. |
  |
Tick 23.1 if you do not want any tax you owe for 2005/2006 collected through your tax code |
|
|
 |
|
  |
Tick 23.2 if this Tax Return contains figures that are provisional because you do not yet have final figures |
|
|
 |
|
  |
Tick 23.3 if you are claiming relief now for 2006/2007 trading, or certain capital, losses |
|
|
 |
|
  |
Tick 23.4 if you are claiming to have post-cessation or other business receipts taxed as income of an earlier year |
|
|
 |
|
  |
Tick 23.5A if you are a party to one or more disclosable tax avoidance schemes. |
|
|
 |
|
  |
Tick 23.9A if you wish to enter additional information to support entries made on my Tax Return. |
|
|
 |
|
|
  |
Business Premises Renovation Allowance (BPRA) |
|
|
£ |
|
|
£ |
|
|
Other Information - Provisional Figures |
|
|
|
|
Other Information - Additional Information |
|
|
|
|
Other Information - Additional Information - Continued |
|
|
|
Q24 Declaration. |
 |
|
 |
The
information I have given in this Tax Return is correct and complete to
the best of my knowledge and belief. I understand that if false
information is given or any income or chargeable gains are concealed,
financial penalties may be charged and/or prosecution may follow. |
|