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
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.
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.
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.