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Tax on savings and investments

Guidance and regulation

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

  • Tax treaties and related documents between the UK and Netherlands Antilles (Curacao,Sint Maarten and BES Islands).

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

  • Tax treaties and related documents between the UK and Aruba.

  • Tax treaties and related documents between the UK and Liberia.

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

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

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

  • Reciprocal Agreement with Netherlands Antilles relating to the European Union (EU) Directive on taxation savings income in the form of interest payments.

  • Tax treaties and related documents between the UK and the Turks and Caicos Islands.

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

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

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

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

  • Bulletin for Child Trust Fund (CTF) providers about annual subscription limits, annual returns of information and changes to financial services.

  • This bulletin contains an article on the API technical specification for the lifetime individual savings account (ISA).

  • Find out about a change to Individual Savings Account (ISA) regulations and when cheques will not be accepted for repaying over claimed tax.

  • Find out about the End of Year reporting process for Continuing Accounts of Deceased Investors and Junior Individual Savings Accounts (ISA) subscription limits.

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

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