Your annual evidence record
Good morning, Margaret.
There are three simple things to complete. Your adviser will review everything before it becomes part of your annual record.
Your records are being gathered. Nothing has been approved or filed yet.
Your next steps
Why each item is needed is shown belowUpload your P60
Used to reconcile the gross income behind payments reaching your bank.
Add your remaining bank statement
Barclays savings account · 6 April 2026 to 5 April 2027.
Review your statement of intention
A record of your intended gifting pattern. It supports evidence; it does not guarantee an exemption.
Current-account statements
Fictional sample: 12 monthly Barclays statements received.
Add a document
A live service could accept a PDF or clear photograph↥
Document-upload concept
Do not provide a real statement or personal information. This control only displays a fictional sample.
✓ Fictional-Barclays-current-2026-27.pdfSample record
Your reviewed annual picture
Illustrative figures · awaiting final adviser approvalIncome reconciled£64,200
Household expenditure£43,860
Evidenced historic surplus£20,340
Completed gifts recorded£12,000
This is not a recommendation. Heritance helps your adviser evidence what happened. Only your adviser can assess whether a gifting plan is suitable for you.