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Tax on savings and investments

Guidance and regulation

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

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

  • Bulletin for Child Trust Fund (CTF) providers about annual subscription limits, The Share Foundation, and requests to reverse CTF subscriptions.

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

  • Download and print the submission document to send with your European Union Savings Directive account returns.

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

  • Find guidance on the meaning of technical phrases found in the directive.

  • August 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 pension death benefit lump sum payment if you've stopped working.

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

  • Implementation of the main part of Council Directive 2003/48/EC of 3 June 2003 on taxation of savings income in the form of interest payments – the European Union Savings Directive.

  • 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.

  • March 2023 newsletter to update stakeholders on the latest news for tax-free savings.

  • November 2022 newsletter to update stakeholders on the latest news for tax-free savings.