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
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 2025/26
Take advantage of this year's ISA allowance and invest up to £20,000 tax-free in 2025/26.
SIPP contribution limits 2025/26
Paying as much as you can into your SIPP will help to boost your retirement income.
Junior ISA allowance 2025/26
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.
Tax news
Help your finances thrive this tax year
Get ahead by making early contributions to your ISAs and pensions. Take advantage of tax relief opportunities and set your investments up for a successful year.
Five ways to make the best start to the tax year
Don't wait until spring 2026 to make a few strategic tax moves with your money.
Pound-cost averaging vs lump-sum investing
Maximise your tax allowances in a way that works for you.
The logic of early bird ISA investing
Becoming an ISA early bird could help on the journey to becoming an ISA millionaire.
