Collection

Individual Savings Account (ISA) managers' guidance

How to manage ISA schemes including Lifetime ISAs and Junior ISAs.

• From: HM Revenue & Customs
• Published: 5 April 2018
• Last updated: 6 May 2022 — See all updates

You can find updates for ISA managers in our tax-free savings newsletters.

ISA manager guidance

• How the ISA scheme works for ISA managers
  • 28 February 2019
  • Guidance
• Applications for ISA manager status
  • 6 April 2024
  • Guidance
• Who can invest in an ISA if you're an ISA manager
  • 22 November 2024
  • Guidance
• Information you need from investors when they apply for an ISA
  • 7 October 2024
  • Guidance
• How to open an ISA as an ISA manager
  • 22 November 2024
  • Guidance
• How to manage ISA subscriptions
  • 9 October 2024
  • Guidance
• How to manage additional permitted subscriptions
  • 6 April 2024
  • Guidance
• Stocks and shares ISA investments for ISA managers
  • 5 November 2024
  • Guidance
• Cash ISAs and connected accounts for ISA managers
  • 6 April 2024
  • Guidance
• Check if a life insurance policy can be included in an investor's ISA
  • 6 April 2024
  • Guidance
• Innovative finance ISA investments for ISA managers
  • 19 September 2024
  • Guidance
• How to manage an ISA investment fund
  • 30 April 2024
  • Guidance
• Transfer an ISA if you're an ISA manager
  • 3 October 2024
  • Guidance
• How to close, void or repair an ISA
  • 10 December 2024
  • Guidance
• Submitting annual returns of statistical information for ISA managers
  • 6 April 2024
  • Guidance
• Submitting interim and annual tax claims for ISA managers
  • 6 April 2024
  • Guidance
• Submitting returns of information for ISA managers
  • 7 October 2024
  • Guidance
• ISA audits by HMRC
  • 6 April 2024
  • Guidance

Lifetime ISA guidance for ISA managers

• Lifetime ISA withdrawal charge reduced to 20%
  • 9 June 2020
  • Guidance
• Lifetime ISAs for ISA managers
  • 15 May 2020
  • Guidance
• Digital reporting for Lifetime ISAs
  • 9 August 2023
  • Guidance

Junior ISA guidance for ISA managers

• Junior ISAs for ISA managers
  • 5 April 2018
  • Guidance
• Manage the registered contact for a Junior ISA
  • 5 April 2018
  • Guidance
• Repair a Junior ISA and manage account holders' subscriptions
  • 5 April 2018
  • Guidance
• Transfer of a Child Trust Fund or Junior ISA if you're an ISA manager
  • 5 April 2018
  • Guidance
• Close, void or withdraw investments from a Junior ISA as an ISA manager
  • 1 March 2021
  • Guidance
• Junior ISA annual returns for ISA managers
  • 6 April 2022
  • Guidance

Published 5 April 2018
Last updated 6 May 2022 + show all updates

1. 6 May 2022

   A link to our tax-free savings newsletters for the latest ISA managers updates has been added.

2. 5 April 2018

   First published.