Keeping your pay and tax records
Savings, investments and pensions
You should keep all:
- bank or building society statements and passbooks
- statements of interest and income from your savings and investments
- tax deduction certificates from your bank
- dividend vouchers you get from UK companies
- unit trust tax vouchers
- documents that show the profits you’ve made from life insurance policies (called ‘chargeable event certificates’)
- details of income you get from a trust
- details of any out-of-the ordinary income you’ve received, like an inheritance
Pension information
You should keep:
- form P160 (Part 1A) which you got when your pension started
- form P60 which your pension provider sends you every year
- any other details of a pension (including State Pension) and the tax deducted from it