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Types of ISA available, the tax-free ISA allowance, withdrawing money and transferring ISAs
You can save tax-free with Individual Savings Accounts (ISAs). In the 2024…
There are 4 types of Individual Savings Accounts (ISA): cash ISA stocks…
You can get an Individual Savings Account (ISA) from: banks building…
You can take your money out of an Individual Savings Account (ISA) at any…
You can transfer all or part of the savings in your Individual Savings…
If you open an Individual Savings Account (ISA) in the UK then move…
Your ISA will end when either: your executor closes it the administration…
If your spouse or civil partner dies you can inherit their ISA allowance.…
Amendments to the Individual Savings Account (ISA) and the Child Trust Funds (CTF) rules to extend the list of eligible investments which can be held in an ISA or CTF.
Personal pensions, stakeholder pensions, SIPPs
Personal pensions are pensions that you arrange yourself. They’re…
Citizens Advice has information about choosing a personal pension. Paying…
Most personal pensions set an age when you can start taking money from…
Contact your pension provider first if you need help with a personal…
If you have a complaint about how your pension scheme is run, talk to your…
Find out about Authorised Investment Funds (AIFs) including certificate of resident requests, new fund set up and tax payments, returns and vouchers.
Find out which investments qualify for Innovative Finance Individuals Savings Accounts (ISAs).
Information and guidance on Social Outcomes Partnerships (also known as Social Impact Bonds) and the Life Chances Fund.
Details of what the Independent Living Fund (ILF) spends.
If you’re coming to the UK, you’ll need to prove you have enough money to support yourself and any dependants in the UK.
On 6 March 2014, the government announced it would close the ILF on 30 June 2015. From 1 July 2015 responsibility for supporting ILF users in England passed to local authorities. Users in Wales will initially have their awards administered...
This tax information and impact note introduces a range of free-standing amendments to Individual Savings Accounts (ISA) and Child Trust Funds legislation.
This Tax Information and Impact Note describes the increased choice in relation to children’s savings and the simplification of processes around Child Trust Fund account management and transfer.
How to open a Junior ISA for your child - including managing and adding money to an account.
Find out the rules on investments using open market price rules and how you can charge for your services as an ISA manager.
The Independent Living Fund (ILF) provided funds to help disabled people live an independent life - closed to new applications, reviews of existing payments
Use form R105 (AIF2) to declare you hold shares as a personal representative of a deceased person, who solely owned the investment and was not a resident in the UK.
Check the rules on ISA subscriptions and what counts towards the subscription limit if you're an ISA manager.
This technical consultation sets out how previously announced changes to the Child Trust Fund (CTF) and Junior Individual Savings Account (ISA) rules will operate
Child Trust Fund accounts - find a lost account, how to make payments, managing the account
Manage money in a Court Funds Office account for someone if you're authorised by the Court of Protection - interest, statements, investments, deposits, withdrawals, closing an account and complaints
Find out how to claim input tax on funded pension scheme expenditure for both employers and trustees.
Don’t include personal or financial information like your National Insurance number or credit card details.
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