Interactive Investor

Tax hub.

Discover everything a UK investor needs to know about tax, with added insight from our experts.

Keep more of what you make

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 ii

Tax Year End

Everything you need to know about Tax Year End.

Capital Gains Tax

Everything you need to know about Capital Gains Tax.

Make the most of Tax Year End with our special offers

It’s the financial countdown. Get ahead of the 5 April tax deadline with our range of special offers:

  • Open an ii ISA or Trading Account and we’ll cover the first £100 of your trading fees.
  • Open an ii Personal Pension (SIPP) and get between £100 to £3,000 cashback. 

Offers end 5 April 2025. Terms and fees apply

The value of your investments may go down as well as up. You may not get back all the money that you invest. If you are unsure about the suitability of an investment product or service, you should seek advice from an authorised financial advisor.

Open an account

Whether you are looking for a general trading account, an ISA or a SIPP, we’ve got you covered with a low, flat fee.

SIPP.

Take control of your pension with our £5.99 a month Which? Recommended SIPP.

ISA.

Make the most of your £20,000 tax-free savings allowance with our award-winning Stocks & Shares ISA.

Managed ISA.

Let us manage your ISA for you. Save time, leave it to the experts and feel confident in your investment goals – all for a low monthly subscription.

Trading.

Our flexible account, where you can invest in all markets in the way you want.

Please remember, SIPPs are aimed at people happy to make their own investment decisions. Investment value can go up or down and you could get back less than you invest. You can normally only access the money from age 55 (57 from 2028). We recommend seeking advice from a suitably qualified financial advisor before making any decisions. Pension and tax rules depend on your circumstances and may change in future.