Self Assessment Questionnaire 2025/26

To plan for your personal financial affairs in the most effective way, we take a joined-up approach considering the tax, legal and financial planning aspects of every scenario.

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Self Assessment Questionnaire 2025/26

Your details

Tax year 6 April 2025 to 5 April 2026

First Name

Last Name

Client reference (if known)

UTR (if known)

Mobile telephone

Home telephone

Work telephone

Home address

Address line 1

Address line 2

Town or city

County

Postcode

Country

Section 1 – Forms of income

a) Were you employed under PAYE during the year?

Yes

Please send us a P60 (or P45) for each employment.

Employer name(s)

Did you receive any benefits from any form of employment, e.g. a company car or private medical insurance?

Yes

Please send us the form P11D from each employer.

b) Were you self-employed during the year?

Yes

Business name and nature of trade

Please forward your books and records to us at your earliest convenience.

c) Were you a partner in any business during the year?

Yes

Partnership name and partnership UTR (if known)

Please forward the partnership books and records. If we do not prepare the partnership accounts, please provide accounts covering the relevant period.

d) Did you receive income from any type of pension during the year?

Yes

Please send us a P60 for each pension.

Pension details

e) Did you receive any State benefits for the year ended 5 April 2026, e.g. State Pension or other taxable benefits? (Child Benefit is covered at f below)

Yes

Type of benefit

Amount received £

Name and address of the benefit office

f) Did you or your partner receive any Child Benefit for the year ended 5 April 2026?

Yes

Total Child Benefit received 6 April 2025 to 5 April 2026 £

Number of children Child Benefit was received for at 5 April 2026

In whose name is the Child Benefit received?

Did the recipient opt out of receiving it? If so, from which date?

Is your partner's total income from all sources over £60,000? (If so, they may need to declare the Child Benefit on their tax return.)

Yes

Don't know

g) Did you have any student loans outstanding during the year ended 5 April 2026?

Yes

Have you received notification from the Student Loans Company that repayment of an income-contingent student loan began before 6 April 2026?

Yes

Loan plan type (if known)

Outstanding balance at 5 April 2026 £ (if known)

Do you believe your loan will be repaid in full within the next two years?

Yes

If you are employed, has your employer deducted student loan repayments from your salary?

Yes

Not employed

Total deducted by your employer 6 April 2025 to 5 April 2026 £

h) Did you receive any form of government grant for the year ended 5 April 2026?

Yes

Grant details

Section 2 – Savings and investments

a) Did you receive any income from bank accounts or other forms of interest?

Yes

Interest received

b) Did you receive any income from dividends?

Yes

Dividends received

Please send us copies of the dividend vouchers.

c) Did you receive any rental income from UK land or property?

Yes

Please provide details of all income and expenses for each property, together with the supporting records. If you bought or sold a property during the year, please also complete Section 3.

Property address(es) and a summary of income and expenses (optional if you are sending records)

Did you start letting a new property during the year?

Yes

Date letting commenced

Was the property jointly let?

Yes

Was the property furnished or unfurnished?

Furnished

Unfurnished

Part furnished

If mortgaged: monthly repayment £ and whether interest only

d) Did you receive any income from overseas during the tax year?

Yes

Overseas income (including foreign tax deducted and overseas property income)

e) Did you receive any income from trusts, settlements or estates?

Yes

Please send us the trust or estate income statement (form R185) or other supporting documents.

Section 3 – Capital gains

a) Did you buy, sell or give away any capital assets during the year, e.g. property, shares or cryptoassets?

Yes

Brief description of each asset bought or disposed of

Property disposal: please send us

The purchase and sale completion statements
Details of any improvements during ownership
Details of ownership and any dates when this changed
Any periods you lived in the property, and any periods you let all or part of it
Whether it was your main residence throughout your ownership
Anything else you feel may be relevant

Disposal of shares or cryptoassets: please send us

Purchase contract notes or certificates (including the price paid)
Sale contract notes (including the amount received)
Details of any rights or bonus issues during ownership
Your relationship with the company, if any

UK residential property: where a sale of UK residential property completed on or after 27 October 2021, any capital gains tax due must be reported and paid to HMRC within 60 days of completion.

If you sold a UK residential property between 6 April 2025 and 5 April 2026, have you reported and paid the capital gains tax through HMRC's UK property return?

Yes

Not applicable

Property return reference number

Gain or (loss) reported £

Capital gains tax reported £ (if applicable)

Date capital gains tax paid to HMRC (if applicable)

Section 4 – Pensions and reliefs

a) Did you contribute to a personal or retirement annuity pension during the year?

Yes

Pension contributions

Please send us the end of year statement for each pension.

b) Did you make any payments under Gift Aid?

Yes

Gift Aid donations

c) Did you invest in any other tax-advantaged scheme (excluding ISAs), e.g. the Enterprise Investment Scheme, Seed Enterprise Investment Scheme or Venture Capital Trusts?

Yes

Please send us the EIS3 or SEIS3 certificates, or VCT subscription statements, showing the scheme and amounts invested.

d) Marriage Allowance: did your spouse or civil partner have income below the personal allowance of £12,570 in the 2025/26 tax year?

Yes

If so, have they applied to transfer part of their personal allowance to you?

Yes

Don't know

Your spouse or civil partner's name, National Insurance number, date of birth and date of marriage or civil partnership

Section 5 – Supporting documents and additional information

Please send us copies of all relevant supporting documents, for example:

P60s, and P45s where relevant
P11Ds
Interest certificates and bank statements
Dividend vouchers and share certificates
Mortgage interest statements for let property
Pension contribution statements
EIS, SEIS and VCT certificates

You can email them to service@silverthrone.co.uk after submitting this questionnaire, quoting your name, or bring them to your appointment.

Additional information (if applicable)

I confirm that the information I have provided is complete and accurate to the best of my knowledge, and that I will send the supporting documents listed above.