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Checks you must make before you open an ISA for an investor.
Find out about transferring Lifetime ISAs to a new Lifetime ISA manager or another type of ISA.
Find out when and how to make an annual return of Individual Savings Accounts (ISA) statistical information.
Use this guidance to find out what you need to provide and how to make a return of information.
Find out what a Junior ISA is and how to manage applications.
Find out the rules on investments using open market price rules and how you can charge for your services as an ISA manager.
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 who can open a Lifetime ISA, what information Lifetime ISA managers need to apply, how people pay and claim government bonuses.
Find out how you should manage Lifetime ISAs including payments, transfers and withdrawals.
How to manage an ISA scheme and the rules you need to follow.
Tax treaties and related documents between the UK and Gibraltar.
When an Child Trust Fund or Junior ISA can be transferred and what information you need.
Find out who can be an ISA manager, how to apply and when to tell HMRC you'll stop being a manager.
Check when you can include and remove life insurance policies from an investor's account if you're an ISA manager.
Find out the software requirements for reporting Lifetime ISA payments, transfers and withdrawals to HMRC.
Use this list to find a Child Trust Fund account provider authorised by HMRC.
October 2024 newsletter to update stakeholders on the latest news for tax-free savings.
Tax treaties and related documents between the UK and Bermuda.
Tax treaties and related documents between the UK and Monaco.
The rules on subscriptions and how to repair a Junior ISA if you're an ISA manager.
Don’t include personal or financial information like your National Insurance number or credit card details.
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