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Tax on savings and investments

Guidance and regulation

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  • May 2024 newsletter to update stakeholders on the latest news for tax-free savings.

  • Find out about the temporary reduction in the Lifetime ISA (LISA) withdrawal charge from 6 March 2020 to 5 April 2021

  • April 2025 newsletter to update stakeholders on the latest news for tax-free savings.

  • Tax treaties and related documents between the UK and the Turks and Caicos Islands.

  • Tax treaties and related documents between the UK and Aruba.

  • Tax treaties and related documents between the UK and Liberia.

  • March 2024 newsletter to update stakeholders on the latest news for tax-free savings.

  • March 2023 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.

  • Read information about developments relating  to  annual  information  return reporting requirements.

  • This bulletin contains an article on the API technical specification for the lifetime individual savings account (ISA).

  • Find out about Annual Subscription Limits, technical consultation on estates in administration, Lifetime ISAs and the ISA manager authorisation process.

  • Find out about a change to Individual Savings Account (ISA) regulations and when cheques will not be accepted for repaying over claimed tax.

  • Find out about the End of Year reporting process for Continuing Accounts of Deceased Investors and Junior Individual Savings Accounts (ISA) subscription limits.

  • Find out about guidance changes, how to reverse a Junior Individual Savings Accounts (JISA) subscription and reporting on Lifetime ISAs (LISAs).

  • Find out about Junior ISA subscription limits, financial passporting for ISA managers, Lifetime ISAs, e-money wallets, annual returns and ISA manager approval.

  • Tax treaties and related documents between the UK and St Lucia.

  • October 2021 newsletter to update stakeholders on the latest news for tax-free savings.

  • How to claim a refund in the current tax year on a death benefit lump sum payment.

  • Bulletin for Child Trust Fund (CTF) providers about annual subscription limits, annual returns of information and changes to financial services.