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Guidance for Child Trust Fund (CTF) providers on how to operate a Child Trust Fund scheme.
Find out what investments qualify for a cash ISA, and the rules on connected accounts.
Check when you can include and remove life insurance policies from an investor's account if you're an ISA manager.
July 2025 newsletter to update stakeholders on the latest news for tax-free savings.
Use this spreadsheet to make an annual return of information to HMRC if you’re an Individual Savings Account (ISA) manager.
Check the availability and any issues affecting the Lifetime ISA manager application service.
This document provides guidance for ISA investors on reinstating compensation in an ISA and payments outside the annual ISA subscription limit.
Tax treaties and related documents between the UK and Monaco.
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.
Find out about claiming government bonuses and making withdrawals if you're a Lifetime ISA manager and an investor dies or is terminally ill.
What information you need to provide and how to make an annual return.
Find out what to do when investors want to close or cancel their Lifetime ISA.
Check the availability and any issues affecting the Child Trust Fund (CTF) online service.
Find out about first time residential purchases with funds from a Lifetime Individual Savings Account (ISA) if you're a conveyancer.
October 2024 newsletter to update stakeholders on the latest news for tax-free savings.
October 2023 newsletter to update stakeholders on the latest news for tax-free savings.
Tax treaties and related documents between the UK and Netherlands Antilles (Curacao,Sint Maarten and BES Islands).
September 2024 newsletter to update stakeholders on the latest news for tax-free savings.
January 2025 newsletter to update stakeholders on the latest news for tax-free savings.
This gives information about changes to the starting rate of tax on savings as announced at Budget 2014
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