Example for year 2+ accounts

  • If legal or conveyancing expenses for the sale or purchase of property were incurred, remember to send evidence of this expense
  • Gifts approved in the management plan should be detailed in this section. If gifts were not detailed in the management plan, the gift will need approval, see our guidance and the application form
  • Remember to tell us about any remuneration fee we awarded and any other fees charged. If remuneration wasn’t taken within 12 months of the award and has accrued please contact us before completing your account.

  • You must send evidence along with the completed account, including evidence of the caution renewal premium.