SECTION 4: INCOME

a) The gross annual amount of salaries and wages, including any earnings from profit related pay, part-time employment and any sum received as bonus, commission etc, statutory sick pay, statutory maternity pay giving GROSS amounts (before deduction of tax, NI, superannuation, etc) for the current or latest financial year. Taxable benefits in kind agreed with HMRC should also be shown (free or subsidised housing, meals, petrol, cars, etc) – at the amount agreed for taxable purposes.

b) Profits from a business or profession – at the amount of GROSS income declared to HMRC or relevant tax authority for the year in question. Copies of the latest set of accounts should be included. Where the profits assessed relate to a basis period in excess of or less than 12 months please state the length of that period.

d) All other Investment income (e.g. interest or National Savings Bank deposits; dividends, annuities etc) should be entered GROSS of tax. If tax was deducted at source, parents should add in the amount of tax paid or tax credit notified. Building Society interest must be disclosed GROSS.

e) Enter income from letting or subletting of property at the amount of the profit declared to HMRC; net of related expenditure before tax.

f) All social security benefits received should be declared and type of benefit specified.

h) Court Orders, Legal Separation Agreements and Voluntary Arrangements for School Fees – Where a parent is required by a Court Order, or a legal binding separation agreement (e.g. Deed of Separation) to pay part of the School fees, then only that part of the fee which is not covered by the Court Order/agreement will be used to calculate any grant to be awarded. This is irrespective of whether or not the order or agreement is being complied with. Where the whole amount of the fees are required to be paid by virtue of a Court Order or separation agreement, applicants are not eligible for a grant. You should indicate how many years are payable and any annual variations. All receipts relating to maintenance payments, separation allowances and sums in respect of Child Support maintenance must be declared.

i) Include free benefits in kind agreed by HMRC as not subject to tax, e.g. representative occupation of house, free canteen.

SECTION 5: OUTGOINGS

a) Enter tax on earned and unearned income SEPARATELY.

c) Enter annual superannuation contribution of (if applicable) payments to other Pension Schemes SEPARATELY.

d) Enter capital as well as interest payment on a mortgage for the principal residence.

e) Only complete this if repayment is effected by means of a full Endowment Policy.

f) Include bank overdraft and other loan charges incurred during the year (specifying the purpose of the loan).

SECTION 6: PARENTS’/APPLICANTS’ CAPITAL ASSETS

In addition to taking account of all relevant sources of income, the School takes account of the following assets:

a) The capital sum of any monies on deposit with any bank, deposit taker or building society.

Investments in stocks and shares, valued as near as possible to the date of submitting the application form.

b) The current market value of your principal residence. The current market value should be estimated by parents where a current valuation is unavailable.

f) If you run your own business or are partners in a business, then you should show the net worth of the business. Shares in a company not listed on a stock exchange should be valued at the relevant proportion of the net value of the company.

g) In the case of second homes and/or other properties, these should also be included at their estimated current market value; no allowance will be made for any outstanding mortgage.

Please note the total asset amount as this will be required in Section 8.

SECTION 7: PARENTS’/APPLICANTS’ CAPITAL LIABILITIES

Details of other liabilities should be provided along with the lender.

Please note the total liabilities amount as it is required in Section 8

SECTION 9: DEPENDENT CHILDREN

Use column number 1 for the child for whom you are now applying at his/her current school rate. Enter in the other column any other of your children who are unmarried and at a school, university or other educational institution which attracts a county grant.

f) The figures to be inserted here refer to the current academic year.

g) (iii) Members of HM Forces and Diplomatic Service should include the amount of any Education Allowances

which they receive. Parents in other occupations should include any similar sum

(iv) Insurance Policies for School Fees – If any insurance policy for the payment of School fees exists, then the amount declared is the amount receivable under the policy for the academic year for which the application is being made. If the insurance policy covers the full cost of the tuition fees, then the pupil is not eligible for a grant. The types of policy concerned are those which stipulate that the company shall pay the school fees, in whole or in part, to the school in respect of the pupil.

(v) Where a Trust has been established in favour of the child for whom you are applying, details of the annual amount available and the date of commencement of payment from the Trust should be given.

h) Where the child has any unearned income, e.g. interest from National Savings, bank or building society deposits, or receives share dividends, you should enter the source of income and the gross amount received before deduction of any tax. Do not include any income from part time employment or student grants. You should enter the capital value of any beneficiary or other trust set up for each child.

The details requested with regard to the fees payable and grants on behalf of your other children are for information only and will not normally be taken into account in the assessment of the level of grant awarded.

SECTION 10: OTHER DEPENDENTS

If you qualify for a Carer’s Allowance, or have an aged grandparent or relative living with you or dependent upon you, please provide details including age, address, condition, etc.

Section 13: HOME VISIT

ASSISTANCE FROM OTHER SOURCES

In order to help the greatest number of parents who need financial assistance, all those who apply for a Grant from the school are asked first to enquire if they are eligible for assistance from any other source.

ANY OTHER RELEVANT INFORMATION

Please enter below, any details which may affect the assessment of a grant, e.g. a known significant change in income or outgoings for the coming year.