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Find out which investments qualify for Innovative Finance Individuals Savings Accounts (ISAs).
Check if an investor qualifies for an ISA and what to do when an investor dies.…
Find out when investments can be withdrawn and how to close or void a Junior ISA.…
Find out what to do when investors want to close or cancel their Lifetime ISA.
Find out what investments qualify for a cash ISA, and the rules on connected accounts.…
Find out about transferring Lifetime ISAs to a new Lifetime ISA manager or another type of ISA.
Find out what we will check, the records you need to keep and how we treat breaches in the ISA rules.
Find out who can open a Lifetime ISA, what information Lifetime ISA managers need to apply, how people pay and claim government bonuses.
What information needs to be on ISA application forms if you're an ISA manager.
The rules on subscriptions and how to repair a Junior ISA if you're an ISA manager.
Find out the software requirements for reporting Lifetime ISA payments, transfers and withdrawals to HMRC.
Find out who can be an ISA manager, how to apply and when to tell HMRC you'll stop being a manager.…
Find information for Lifetime ISA managers making withdrawals for a first time residential purchase.
When an Child Trust Fund or Junior ISA can be transferred and what information you need.…
Help to Buy and affordable home ownership schemes to help first-time buyers and home movers - equity loan, ISA, shared ownership
Find out when and how to make an annual return of Individual Savings Accounts (ISA) statistical information.
Find out the rules on investments using open market price rules and how you can charge for your services as an ISA manager.…
Guidance for ISA managers about how to operate the Junior ISAs scheme rules.
How to deal with registered contact applications if you're an ISA manager.…
Find out about first time residential purchases with funds from a Lifetime Individual Savings Account (ISA) if you’re a conveyancer.
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