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Records and paperwork you must keep if you're self-employed as a sole trader or partner in a business: income, costs, profit, how long to keep records.
How to pay Inheritance Tax: get a reference number, payment methods, use the deceased's bank account, National Savings and Investments, government stock, yearly instalments.
How to pay your voluntary Class 3 National Insurance contributions - online, Direct Debit, bank transfer, cheque.
Use supplementary pages SA103S to record self-employment income on your SA100 tax return if your annual business turnover was below the VAT threshold for the tax year.
Use the IHT403 with form IHT400 if the deceased had given away or 'transferred' any assets, such as cash, property or land.
Use supplementary pages SA102 to record employment income on your SA100 Tax Return.
How to report your income and claim tax reliefs and any repayment due to you using the SA100 tax return, for 5 April 2025 or earlier.
You must declare £10,000 or more in cash, or the equivalent in another currency, if you take it between Great Britain and any other country.
Business Asset Disposal Relief (was known as Entrepreneurs' Relief) can reduce your Capital Gains Tax (CGT) when you sell certain business assets or shares - eligibility, deadlines, how to claim.
What to do when you disagree with a tax decision (HMRC1) - appealing against a decision, getting a review by HMRC and reasonable excuses.
Taking early retirement can affect the pension and benefits you get
Use supplementary pages SA106 to record foreign income and gains on your SA100 Tax Return.
Find out whether you need to pay UK tax on foreign income - residence and ‘non-dom’ status, tax returns, claiming relief if you’re taxed twice (including certificates of residence)
Personal pay and tax records you must keep to fill in a Self Assessment tax return: which records to keep, how long to keep records.
Use form SA900 to file a Trust and Estate Tax Return.
A trust is a way of managing assets (money, investments, land or buildings) for people - types of trust, how they are taxed, where to get help.
Claim capital allowances so your business pays less tax when you buy assets - equipment, fixtures, business cars, plant and machinery, annual investment allowance, first-year allowances.
Executors and administrators can use this form to give up their legal responsibility and role permanently (also known as ‘renunciation’) to apply for probate.
Tax you pay and tax relief you get on contributions to your private pension - annual allowance, lifetime allowance, apply for individual protection
Claim or transfer Class 3 National Insurance credits using form CF411A.
Do not include personal or financial information like your National Insurance number or credit card details.
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