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Find out who can be an ISA manager, how to apply and when to tell HMRC you'll stop being a manager.
Find out what investments qualify for a cash ISA, and the rules on connected accounts.
Use this guidance to find out what information you need to provide and what forms to use for tax claims.
Use this spreadsheet to make an annual return of information to HMRC if you’re an Individual Savings Account (ISA) manager.
Check when you can include and remove life insurance policies from an investor's account if you're an ISA manager.
Find out about claiming government bonuses and making withdrawals if you're a Lifetime ISA manager and an investor dies or is terminally ill.
Tax treaties and related documents between the UK and Monaco.
Tax treaties and related documents between the UK and Bermuda.
Check the availability and any issues affecting the Child Trust Fund (CTF) online service.
Find out how to send annual returns if you're an ISA manager.
What information you need to provide and how to make an annual return.
If you're a Lifetime ISA manager, find out when you need to calculate withdrawal charges, how much it will be and what happens if an investor appeals a charge.
Check the availability and any issues affecting the Lifetime ISA manager application service.
Tax treaties and related documents between the UK and Liberia.
This document provides guidance for ISA investors on reinstating compensation in an ISA and payments outside the annual ISA subscription limit.
Find out what to do when investors want to close or cancel their Lifetime ISA.
Tax treaties and related documents between the UK and Netherlands Antilles (Curacao,Sint Maarten and BES Islands).
November 2025 newsletter to update stakeholders on the latest news for tax-free savings.
Apply to be an approved Lifetime Individual Savings Account (LISA) manager, or check the status of your application.
Find out about the temporary reduction in the Lifetime ISA (LISA) withdrawal charge from 6 March 2020 to 5 April 2021
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