Tax on savings and investments

Services

Tax on savings interest

You do not pay tax on your savings interest if you're on a low income.
Lifetime ISA

Tax free saving for your first home and later life: what is a LISA, who can apply, 25% government bonus, withdrawal charges.
Child Trust Fund

Child Trust Fund accounts - find a lost account, how to make payments, managing the account
Tax on dividends

How you're taxed on dividend payments and how your income affects the amount of tax to pay
Individual Savings Accounts (ISAs)

Types of ISA available, the tax-free ISA allowance, withdrawing money and transferring ISAs

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Guidance and regulation

Claim a tax refund when you've taken a small pension lump sum (P53)
- Detailed guide
- 10 October 2023
- HM Revenue & Customs
Claim back tax on a flexibly accessed pension overpayment (P55)
- Detailed guide
- 6 April 2024
- HM Revenue & Customs
Check if you have unused annual allowances on your pension savings
- Detailed guide
- 6 April 2023
- HM Revenue & Customs
Claim a tax refund if you've stopped work and flexibly accessed all of your pension (P50Z)
- Detailed guide
- 10 October 2023
- HM Revenue & Customs
Check if you’ve gone above the money purchase annual allowance
- Detailed guide
- 6 April 2023
- HM Revenue & Customs

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News and communications

What you need to know about the new Lifetime ISA

17 February 2017News story

HM Revenue & Customs

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Research and statistics

Background quality report: Annual savings statistics
- 22 June 2023
- HM Revenue & Customs
- Official statistics
Annual savings statistics 2023
- 22 June 2023
- HM Revenue & Customs
- Official statistics
Annual savings statistics 2022
- 25 November 2022
- HM Revenue & Customs
- Official statistics
Individuals holding cryptoassets: uptake and understanding
- 5 July 2022
- HM Revenue & Customs
- Research
Savings allowance beneficiaries with above-average savings income
- 30 June 2022
- HM Revenue & Customs
- Research

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Policy papers and consultations

Stamp Taxes on Shares modernisation
- 27 April 2023
- HM Revenue & Customs
- Open consultation
- Date closed 22 June 2023
Draft regulations: derivatives used to hedge foreign exchange risks in share transactions
- 16 December 2021
- HM Revenue & Customs
- Closed consultation
- Date closed 24 January 2022
Draft regulations: The UK Property Rich Collective Investment Vehicles (Amendment of the Taxation of Chargeable Gains Act 1992) Regulations 2021
- 4 November 2020
- HM Revenue & Customs
- Closed consultation
- Date closed 16 December 2020
Call for evidence - Individual Savings Accounts: compliance and penalties
- 30 November 2021
- HM Revenue & Customs
- Closed call for evidence
Lifetime Individual Savings Account: Reduction of withdrawal charge in response to coronavirus (COVID-19)
- 25 March 2021
- HM Revenue & Customs
- Policy paper

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Organisations

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