Interactive Investor

Tax hub.

Discover everything a UK investor needs to know about tax, with added insight from our experts.

Keep more of what you make

It’s important to choose the right investment for you, but it’s just as important to understand how the many different taxes can affect your wealth.

It doesn’t matter how much you’re investing, knowing the range of tax allowances available can help you significantly improve your finances and future outcomes, from pensions, ISAs and savings to dividends and capital gains.

Lee Wild, Head of Equity Strategy at ii

Tax Year End

Everything you need to know about Tax Year End.

Capital Gains Tax

Everything you need to know about Capital Gains Tax.

Your chance to win £100k.

Open an ii account by 31 July 2024 to be in with a chance of winning our biggest ever cash prize: £100,000. 

How to enter the prize draw

1. Open your ii account

  • Choose from an ii ISA (Self-managed or Managed), SIPP or Trading Account. 

2. Make a payment or start a transfer 

  • Minimum account values apply: £5k for an ISA or Trading Account and £10K for a SIPP.

3. We’ll automatically enter you

  • Top tip: open and add the minimum amount to another ii account and you’ll get another entry.

The lucky winner will be chosen at random within a month of the closing date. So keep your fingers crossed and eyes peeled for updates. 

Capital at risk. Terms apply.

The value of your investments may go down as well as up. You may not get back all the money that you invest. If you are unsure about the suitability of an investment product or service, you should seek advice from an authorised financial advisor.

Open an account

Whether you are looking for a general trading account, an ISA or a SIPP, we’ve got you covered with a low, flat fee.

ISA.

Make the most of your tax-free savings allowance with our great value, award-winning ISA.

Trading.

Our flexible account, where you can invest in all markets in the way you want.

SIPP.

Take control of your pension with our £5.99 a month Which? Recommended SIPP.

Please remember, SIPPs are aimed at people happy to make their own investment decisions. Investment value can go up or down and you could get back less than you invest. You can normally only access the money from age 55 (57 from 2028). We recommend seeking advice from a suitably qualified financial advisor before making any decisions. Pension and tax rules depend on your circumstances and may change in future.