HMRC Guidance Notes - ISA

Guidance for ISA Managers (2008 Version) click here to download.

Guidance for PEP & ISA Managers    
Although the Guidance Notes for PEP & ISA Managers has now been replaced by the new Guidance for ISA Managers from 6 April 2008, the old Guidance is still applicable for the following returns for 2007/08:    

• Annual Return & Claim PEP14 - due by 5 October 2008 
• Annual Return & Claim ISA14 - due by 5 October 2008
• Returns of Information (PEP) on magnetic media - due by 5 July 2008 (see also HMRC PEP & ISA Bulletin 45)  
• Annual Statistical Return PEP14(Stats) - due by 5 July 2008