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Tax on savings and investments

Guidance and regulation

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  • This gives information about changes to the starting rate of tax on savings as announced at Budget 2014

  • Tax treaties and related documents between the UK and the Turks and Caicos Islands.

  • Find out about claiming government bonuses and making withdrawals if you're a Lifetime ISA manager and an investor dies or is terminally ill.

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

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

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

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

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

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

  • Check the availability and any issues affecting the Child Trust Fund (CTF) online service.

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

  • 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 about guidance changes, how to reverse a Junior Individual Savings Accounts (JISA) subscription and reporting on Lifetime ISAs (LISAs).

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

  • 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.

  • Reciprocal Agreement with Netherlands Antilles relating to the European Union (EU) Directive on taxation savings income in the form of interest payments.

  • Implementation of the main part of Council Directive 2003/48/EC of 3 June 2003 on taxation of savings income in the form of interest payments – the European Union Savings Directive.

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

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