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Q1. Were an employee, or office holder, or director, or agency
worker in the year
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YESNO
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Q2. Did you have any taxable income from share options or share
related benefits in the year?
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YESNO
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Q3. Were you self-employed (but not in partnership)? Tick yes
if you were a name at Lloyds
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YESNO
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Q4. were you in partnership?
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YESNO
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Q5. Did you receive any rent or
other income from land and property in the UK?
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YESNO
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Q6. Did you have any taxable income
from overseas pensions or benefits, or from foreign companies or savings
institutions, offshore funds or trusts abroad, or from land and property
abroad or gains on foreign insurance policies?
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YESNO
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Have
you at any time made, or been associated with, a transfer of assets which
has resulted in income becoming payable to a foreign entity or have you
benefited in any way from such a transfer made by someone else?
|
YESNO
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Do you
want to claim tax credit relief for foreign tax paid on foreign income or
gains?
|
YESNO
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Q7. Did you receive any income from
any trust, settlement or estate of a deceased person?
|
YESNO
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Q8. Capital gains
|
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Have
you disposed of your exempt only or main residence?
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YESNO
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Did you
dispose of other chargeable assets worth more than £13,600 in total?
|
YESNO
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Were
your total chargeable gains more than £6,800?
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YESNO
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Q9. Are you claiming that you were
not resident, or not ordinarily resident, or not domiciled, in the UK,
or dual resident in the UK
and another country, for all or part of the year?
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YESNO
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Q10. Did you receive any income from
UK
savings and investments?
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YESNO
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Q11. Did you receive a UK
pension, retirement ammonites or social security benefit?
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YESNO
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Q12. Did you receive:
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Taxable
maintenance alimony?
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YESNO
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Gains
on UK
life insurance policies?
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YESNO
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Refunds
of surplus pension additional voluntary contributions?
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YESNO
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Q13. Did you receive any other
income not mentioned above? (please provide details)
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|
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Q14. What claims for tax relief do
you wish to make?
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