tag:www.gov.uk,2005:/search/guidance-and-regulation Guidance and regulation 2025-05-16T13:00:05+01:00 HM Government tag:www.gov.uk,2005:/guidance/remittance-basis-changes 2025-05-16T13:00:05+01:00 Remittance basis changes Find out about changes to the remittance basis rules from 6 April 2017 to 5 April 2025. tag:www.gov.uk,2005:/guidance/claim-a-tax-refund-if-youve-stopped-work-and-flexibly-accessed-all-of-your-pension-p50z 2025-05-01T13:01:10+01:00 Claim a tax refund if you've stopped work and flexibly accessed all of your pension (P50Z) How to claim a refund in the current tax year if you've stopped working, have flexibly accessed and emptied your pension pot, and have a P45 from your pension provider. tag:www.gov.uk,2005:/guidance/claim-back-income-tax-on-a-pension-death-benefit-lump-sum-payment-if-youve-stopped-working-p50zdb 2025-05-01T12:59:59+01:00 Claim back Income Tax on a pension death benefit lump sum payment if you've stopped working P50Z(DB) How to claim a refund in the current tax year on a pension death benefit lump sum payment if you've stopped working. tag:www.gov.uk,2005:/government/publications/list-of-individual-savings-account-isa-managers-approved-by-hmrc 2025-05-01T09:00:02+01:00 List of Individual Savings Account (ISA) managers approved by HMRC Find ISA managers approved by HMRC from October 2014. tag:www.gov.uk,2005:/guidance/claim-back-income-tax-on-a-flexibly-accessed-pension-death-benefit-payment-p55db 2025-04-30T09:06:17+01:00 Claim back Income Tax on a flexibly accessed pension death benefit payment P55(DB) How to claim a refund in the current tax year on a death benefit lump sum payment. tag:www.gov.uk,2005:/government/publications/tax-free-savings-newsletter-16 2025-04-23T09:00:02+01:00 Tax-free savings newsletter 16 April 2025 newsletter to update stakeholders on the latest news for tax-free savings. tag:www.gov.uk,2005:/guidance/claim-back-tax-on-a-flexibly-accessed-pension-overpayment-p55 2025-04-06T00:15:08+01:00 Claim back tax on a flexibly accessed pension overpayment (P55) How to claim a refund in the current tax year on an overpayment of tax when you've flexibly accessed part of your pension pot. tag:www.gov.uk,2005:/guidance/information-you-need-from-investors-when-they-apply-for-an-isa 2025-04-02T08:53:02+01:00 Information you need from investors when they apply for an ISA What information needs to be on ISA application forms if you're an ISA manager. tag:www.gov.uk,2005:/guidance/close-void-or-repair-an-isa-if-youre-an-isa-manager 2025-03-27T11:23:35+00:00 How to close, void or repair an ISA When an Individual Savings Account (ISA) can be closed, and how to void or repair an ISA if you're an ISA manager. tag:www.gov.uk,2005:/guidance/transfer-an-isa-if-youre-an-isa-manager 2025-03-27T10:40:54+00:00 Transfer an ISA if you're an ISA manager Find out when you can transfer an ISA and what information you need to provide to the new ISA manager. tag:www.gov.uk,2005:/guidance/check-how-much-tax-you-pay-on-dividends-and-interest-from-savings 2025-03-03T10:40:21+00:00 Check how much tax you pay on dividends and interest from savings Find out how tax on dividend income and interest from savings is worked out by HMRC. tag:www.gov.uk,2005:/government/publications/lifetime-isa-service-availability-and-issues 2025-02-18T15:57:36+00:00 Lifetime ISA: service availability and issues Check the availability and any issues affecting the Lifetime ISA manager application service. tag:www.gov.uk,2005:/government/publications/list-of-authorised-child-trust-fund-providers 2025-02-05T10:47:03+00:00 Find authorised Child Trust Fund account providers Use this list to find a Child Trust Fund account provider authorised by HMRC. tag:www.gov.uk,2005:/government/publications/tax-free-savings-newsletter-15 2025-01-23T11:14:13+00:00 Tax-free savings newsletter 15 January 2025 newsletter to update stakeholders on the latest news for tax-free savings. tag:www.gov.uk,2005:/government/publications/tax-free-savings-newsletter-14 2024-12-23T08:11:28+00:00 Tax-free savings newsletter 14 October 2024 newsletter to update stakeholders on the latest news for tax-free savings. tag:www.gov.uk,2005:/guidance/how-to-open-an-isa-as-an-isa-manager 2024-11-22T09:47:40+00:00 How to open an ISA as an ISA manager Checks you must make before you open an ISA for an investor. tag:www.gov.uk,2005:/guidance/who-can-invest-in-an-isa-if-youre-an-isa-manager 2024-11-22T09:35:03+00:00 Who can invest in an ISA if you're an ISA manager Check if an investor qualifies for an ISA and what to do when an investor dies. tag:www.gov.uk,2005:/government/publications/child-trust-fund-guidance-notes-for-providers 2024-11-05T09:00:00+00:00 Child Trust Fund providers guidance Guidance for Child Trust Fund (CTF) providers on how to operate a Child Trust Fund scheme. tag:www.gov.uk,2005:/guidance/stocks-and-shares-investments-for-isa-managers 2024-11-05T09:00:00+00:00 Stocks and shares ISA investments for ISA managers Find out which stocks and shares you can purchase, make or hold in an investor's stocks and shares ISA. tag:www.gov.uk,2005:/guidance/manage-isa-subscriptions-for-your-investors 2024-10-09T15:06:59+01:00 How to manage ISA subscriptions Check the rules on Individual Savings Account (ISA) subscriptions and what counts towards the subscription limit if you're an ISA manager.