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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 the Turks and Caicos Islands.

  • Find out about first time residential purchases with funds from a Lifetime Individual Savings Account (ISA) if you're a conveyancer.

  • March 2024 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.

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

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

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

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

  • April 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.

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

  • June 2023 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.

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

  • 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.

  • 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.

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