Guidance and regulation

Find ISA managers approved by HMRC from October 2014.

• From: HM Revenue & Customs
• Updated: 1 May 2024

• Registered Individual Savings Account (ISA) managers

  As with any other investment you could lose all of your money. HMRC ISA…

Check if an investor qualifies for an ISA and what to do when an investor dies.

• From: HM Revenue & Customs
• Updated: 6 April 2024

How to manage an ISA scheme and the rules you need to follow.

• From: HM Revenue & Customs
• Updated: 28 February 2019

Find out who can be an ISA manager, how to apply and when to tell HMRC you'll stop being a manager.

• From: HM Revenue & Customs
• Updated: 6 April 2024

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.

• From: HM Revenue & Customs
• Updated: 6 April 2022

Find out about claiming government bonuses and making withdrawals if you're a Lifetime ISA manager and an investor dies or is terminally ill.

• From: HM Revenue & Customs
• Updated: 26 June 2020

This document provides guidance for ISA investors on reinstating compensation in an ISA and payments outside the annual ISA subscription limit.

• From: HM Revenue & Customs
• Updated: 7 September 2012