National Statistics: Individual Savings Account statistics

Updated: Updated Tables 9.4 and 9.6 to include 2016 to 2017 data

The statistics are divided into 4 sections:

  • section 1 sets out the key features of ISAs
  • section 2 provides commentary and analysis of the key trends in the ISA market and
    the characteristics of ISA investors based on the statistics contained in this release
  • section 3 contains detailed statistical tables
  • section 4 contains details of the data used in this publication and the estimation methodologies

Source: HMRC

National Statistics: Number of individuals subscribing to an Individual Savings Account (ISA) by age and gender

Updated: Updated to 2014 to 2015 tax year.

The estimates are based on a sample of individuals. Information on Individual Savings Account (ISA) subscriptions and valuations is reported by providers to HM Revenue & Customs on an annual basis, primarily for compliance purposes. As well as providing information on the type of ISA, this gives details of the account holder’s date of birth, gender and National Insurance Number (NINO). This last item of information enables the data to be linked to personal incomes (both earnings and investment income, as taken primarily from the Survey of Personal Income or SPI). It also enables the analysis to be performed at individual rather than at account level.

Source: HMRC

Form: Self Assessment: Capital gains summary (SA108)

Updated: The web address at box 9 of the notes for information on Capital Gains Tax for non-residents has been updated.

Source: HMRC

Guidance: Second Incomes Campaign: your guide to making a disclosure

Updated: The guidance has been updated on which tax years you can make a disclosure for. If you have tax to pay on income, you need to let HMRC know by 5 October 2017.

The Second Incomes Campaign is for employed individuals with additional income that’s not taxed through their main job or another Pay As You Earn (PAYE) scheme. If you’ve untaxed income, you can get up to date with your tax affairs in a simple, straightforward way.

Source: HMRC

Guidance: HMRC trusts and estates toolkit

Updated: Agent toolkit for Trusts and Estates updated for 2016 to 2017.

This guidance may help you if trusts and estates is not a significant element of your practice’s work. Other individuals may also find the toolkit useful if they are completing a Trust and Estate Tax Return.

Source: HMRC