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Tax on savings and investments

Guidance and regulation

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  • Child Trust Fund (CTF) and Junior Individual Savings Account (ISA) information for carers and adoptive parents of children.

  • March 2023 newsletter to update stakeholders on the latest news for tax-free savings.

  • Tax treaties and related documents between the UK and Liberia.

  • June 2023 newsletter to update stakeholders on the latest news for tax-free savings.

  • April 2022 newsletter to update stakeholders on the latest news for tax-free savings.

  • Tax treaties and related documents between the UK and St Lucia.

  • Tax treaties and related documents between the UK and Aruba.

  • October 2021 newsletter to update stakeholders on the latest news for tax-free savings.

  • Find out about a change to Individual Savings Account (ISA) regulations and when cheques will not be accepted for repaying over claimed tax.

  • October 2023 newsletter to update stakeholders on the latest news for tax-free savings.

  • Bulletin for Child Trust Fund (CTF) providers about annual subscription limits, annual returns of information and changes to financial services.

  • Find out about the End of Year reporting process for Continuing Accounts of Deceased Investors and Junior Individual Savings Accounts (ISA) subscription limits.

  • Find out how to transfer responsibility of Child Trust Funds (CTFs) for looked-after children.

  • November 2023 newsletter to update stakeholders on the latest news for tax-free savings.

  • Bulletin for Child Trust Fund CTF providers about the annual return of information to HMRC.

  • April 2021 newsletter to update stakeholders on the latest news for tax-free savings.

  • Information for ISA managers and investors as announced at Budget 2014.

  • Non-reciprocal Agreement with the Turks and Caicos Islands relating to the EU Directive on taxation of savings income in the form of interest payments.

  • Find out about Junior ISA subscription limits, financial passporting for ISA managers, Lifetime ISAs, e-money wallets, annual returns and ISA manager approval.

  • Read information about developments relating  to  annual  information  return reporting requirements.