Guidance

Tax-free savings newsletter 14

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

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Details

This newsletter is published by HMRC to update stakeholders on the latest news for Individual Savings Account (ISA) managers and Child Trust Fund (CTF) providers.

Tax-free savings newsletter 14 has articles on:

  • fractional interests in ISAs and CTFs
  • ISA amendment to Regulations
  • ISA manager guidance
  • European Economic Area (EEA) Undertakings for Collective Investment in Transferable Securities (UCITS) and the Overseas Funds Regime (OFR)
  • ISA digitalisation of ISA reporting

Updates to this page

Published 23 October 2024
Last updated 23 December 2024 + show all updates
  1. The 'European Economic Area (EEA) Undertakings for Collective Investment in Transferable Securities (UCITS) and the Overseas Funds Regime (OFR)' section of the newsletter has been updated to make it clear that it is the ISA and CTF fund managers with funds in the Temporary Marketing Permissions Regime who need to apply for Overseas Funds Regime recognition to offer EEA Undertakings for Collective Investment in Transferable Securities in their ISA or CTF products once the transition period has ended.

  2. First published.

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