Tax on savings and investments

Services

  1. Tax on dividends

    How you're taxed on dividend payments and how your income affects the amount of tax to pay

  2. Tax on savings interest

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

  3. Lifetime ISA

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

  4. Tax when you sell shares

    Working out and paying Capital Gains Tax (CGT) if you sell shares, claiming tax relief

  5. Child Trust Fund

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

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Guidance and regulation

  1. Check if you have unused annual allowances on your pension savings
  2. Manage additional permitted subscriptions into an ISA
  3. Peer to peer lending
  4. Manage ISA subscriptions for your investors
  5. Lifetime ISAs for ISA managers
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News and communications

Research and statistics

  1. Individual Savings Account statistics
  2. Number of Individual Savings Accounts (ISAs), amounts subscribed to each component, and average subscription
  3. Market value of Individual Savings Account (ISA) funds by type of qualifying investment
  4. Number of individuals subscribing to an Individual Savings Account (ISA) by country and region
  5. Number of individuals subscribing to an Individual Savings Account (ISA) by income
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Policy papers and consultations

  1. Individual Savings Accounts: subscription limits for 2017 to 2018 and other changes to ISA rules
  2. Child Trust Funds: 'lifestyling' of accounts, annual subscription limits and other updates
  3. Individual Savings Accounts: Lifetime ISA
  4. Pensions tax: bridging pensions
  5. Draft legislation: Innovative Finance Individual Savings Account and debt based crowdfunding
See more policy papers and consultations in this topic