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How to claim a refund in the current tax year on an overpayment of tax when you've flexibly accessed part of your pension pot.
How to claim back tax that HMRC owes you on a small pension lump sum that you've received in the current tax year (P53).
Find out how tax on dividend income and interest from savings is worked out by HMRC.
How to claim a refund in the current tax year if you've stopped working, have flexibly accessed and emptied your pension pot, and have a P45 from your pension provider.
If your pension savings are more than your annual allowance, carry forward unused annual allowances from previous years.
If you're an ISA manager, check how to manage additional permitted subscriptions for a surviving spouse or civil partner of a deceased investor.
Work out what your allowances are and if you need to pay tax on your pension savings if you flexibly access your pension.
Check the rules on Individual Savings Account (ISA) subscriptions and what counts towards the subscription limit if you're an ISA manager.
When an Individual Savings Account (ISA) can be closed, and how to void or repair an ISA if you're an ISA manager.
Use this guidance to find out what you need to provide and how to make a return of information.
Find out which stocks and shares you can purchase, make or hold in an investor's stocks and shares ISA.
Find out when and how to make an annual return of Individual Savings Accounts (ISA) statistical information.
Find out when investments can be withdrawn and how to close or void a Junior ISA.
Find out when you can transfer an ISA and what information you need to provide to the new ISA manager.
What information needs to be on ISA application forms if you're an ISA manager.
Find ISA managers approved by HMRC from October 2014.
Find information for Lifetime ISA managers making withdrawals for a first time residential purchase.
Use this spreadsheet to make an annual return of information to HMRC if you’re an Individual Savings Account (ISA) manager.
Find out the software requirements for reporting Lifetime ISA payments, transfers and withdrawals to HMRC.
Use this list to find a Child Trust Fund account provider authorised by HMRC.
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