Guidance for financial institutions

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Guidance and regulation

• List of Individual Savings Account (ISA) managers approved by HMRC
  • Guidance
  • 1 May 2026
  • HM Revenue & Customs
• Who can invest in an ISA if you're an ISA manager
  • Detailed guide
  • 22 November 2024
  • HM Revenue & Customs
• How the ISA scheme works for ISA managers
  • Detailed guide
  • 28 February 2019
  • HM Revenue & Customs
• Applications for ISA manager status
  • Detailed guide
  • 22 September 2025
  • HM Revenue & Customs
• Making Lifetime ISA withdrawal charges and charge-free withdrawals
  • Detailed guide
  • 6 April 2022
  • HM Revenue & Customs

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Policy papers and consultations

• Individual Savings Account and Child Trust Funds (Amendment No 2) Regulations 2024
  • 15 October 2024
  • HM Revenue & Customs
  • Policy paper

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Organisations

• HM Revenue
  & Customs