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Use this spreadsheet to make an annual return of information to HMRC if you鈥檙e an Individual Savings Account (ISA) manager.
Find out how to send annual returns if you're an ISA manager.
Use this guidance to find out what information you need to provide and what forms to use for tax claims.
April 2025 newsletter to update stakeholders on the latest news for tax-free savings.
Tax treaties and related documents between the UK and Monaco.
What information you need to provide and how to make an annual return.
Find out what investments qualify for a cash ISA, and the rules on connected accounts.
Check when you can include and remove life insurance policies from an investor's account if you're an ISA manager.
Find out about first time residential purchases with funds from a Lifetime Individual Savings Account (ISA) if you're a conveyancer.
October 2024 newsletter to update stakeholders on the latest news for tax-free savings.
Find out about the temporary reduction in the Lifetime ISA (LISA) withdrawal charge from 6 March 2020 to 5 April 2021
Tax treaties and related documents between the UK and Aruba.
Apply to be an approved Lifetime Individual Savings Account (LISA) manager, or check the status of your application.
Find out what to do when investors want to close or cancel their Lifetime ISA.
Check the availability and any issues affecting the Child Trust Fund (CTF) online service.
This document provides guidance for ISA investors on reinstating compensation in an ISA and payments outside the annual ISA subscription limit.
May 2024 newsletter to update stakeholders on the latest news for tax-free savings.
January 2025 newsletter to update stakeholders on the latest news for tax-free savings.
This gives information about changes to the starting rate of tax on savings as announced at Budget 2014
Find out about claiming government bonuses and making withdrawals if you're a Lifetime ISA manager and an investor dies or is terminally ill.
Don鈥檛 include personal or financial information like your National Insurance number or credit card details.
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