Tax hub
Investing doesn't have to be taxing
Discover everything a UK investor needs to know about tax, with added insight from our experts.
Important information: As investment values can go down as well as up, you may not get back all of the money you invest. Currency changes affect international investments, and this can decrease their value in sterling. If you’re unsure if an investment account is right for you, please speak to an authorised financial adviser. Tax treatment depends on your individual circumstances and may be subject to change in the future.
"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 interactive investor
Preparing for Tax Year End
Tax Year End is your chance to make the most of tax relief across your ISAs and pensions. Discover how to make your investments as tax-efficient as possible.
Tax Year End guide
Everything you need to know about Tax Year End.
Tax Year End deadlines
The key information, your deadlines and our contact centre opening hours at tax year end.
Expert tips for tax-efficient investing.
Our experts share their top tips for making the most of your money.
Tax wrapper allowances
Each tax year, you have some generous tax allowances that help your money work harder and avoid the likes of Capital Gains Tax and Income Tax. Find out what your allowances are, their limits and how to maximise their benefits.
ISA allowance 2024/25
Take advantage of this year's ISA allowance and invest up to £20,000 tax-free in 2024/25.
SIPP contribution limits 2024/25
Paying as much as you can into your SIPP will help to boost your retirement income.
Junior ISA allowance 2024/2025
ii customers can add a Junior ISA their account and make the most of their £9,000 allowance.
Capital Gains Tax
Depending on your circumstances, you may need to pay Capital Gains Tax. Find out what it is, when you pay it and how you could reduce your tax bill.
What is Capital Gains Tax?
Find out when you need to pay tax on gains from selling shares and other assets.
How to reduce your Capital Gains Tax bill
After significant changes to the Capital Gains Tax allowance in recent years, investors need to plan ahead more than ever.
Make the most of Tax Year End with our special offers
It’s the financial countdown. Get ahead of the 5 April tax deadline with our range of special offers:
- Open an ii ISA or Trading Account and we’ll cover the first £100 of your trading fees.
- Open an ii Personal Pension (SIPP) and get between £100 to £3,000 cashback.
Offers end 5 April 2025. Terms and fees apply
