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Check if an investor qualifies for an ISA and what to do when an investor dies.
Find out what a Junior ISA is and how to manage applications.
Use this guidance to find out what information you need to provide and what forms to use for tax claims.
Check when to make a return, types of interest to report, and how to categorise participants. Find out how to deal with different types of accounts and ownership.
Find out what information you may be asked for by your account provider and how that information is shared.
Find out which investments qualify for Innovative Finance Individuals Savings Accounts (ISAs).
If you're an ISA manager, check how to manage additional permitted subscriptions for a surviving spouse or civil partner of a deceased investor.
Find out when investments can be withdrawn and how to close or void a Junior ISA.
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