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Tax on savings and investments

Guidance and regulation

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  • Tax treaties and related documents between the UK and St Lucia.

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

  • This gives information about changes to the starting rate of tax on savings as announced at Budget 2014

  • Non-reciprocal Agreement with the Turks and Caicos Islands relating to the EU Directive on taxation of savings income in the form of interest payments.

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

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

  • 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.

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

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

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

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

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

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

  • Child Trust Fund (CTF) and Junior Individual Savings Account (ISA) information for carers and adoptive parents of children.

  • Apply to be an approved Lifetime Individual Savings Account (LISA) manager, or check the status of your application.

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

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

  • How to claim a refund in the current tax year on a death benefit lump sum payment.

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