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
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.
Everything you need to know about Tax Year End.
The key information, your deadlines and our contact centre opening hours at tax year end.
Our experts share their top tips for making the most of your money.
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.
Take advantage of this year's ISA allowance and invest up to £20,000 tax-free in 2024/25.
Paying as much as you can into your SIPP will help to boost your retirement income.
ii customers can add a Junior ISA their account and make the most of their £9,000 allowance.
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.
Find out when you need to pay tax on gains from selling shares and other assets.
After significant changes to the Capital Gains Tax allowance in recent years, investors need to plan ahead more than ever.
It’s the financial countdown. Get ahead of the 5 April tax deadline with our range of special offers:
Offers end 5 April 2025. Terms and fees apply