ISAs, PEPs and TESSAs Guide

Getting more help and advice

If you have any general questions about the tax rules for ISAs, TESSAs and PEPs that this leaflet does not cover, you can call the HMRC ISA Helpline on 0845 604 1701 between 8.30am and 5.00pm Monday to Thursday and between 8.30am and 4.30pm on Friday (calls are charged at local rates).

Further information is also available at www.hmrc.gov.uk

The Inland Revenue can provide you with factual information about ISAs, but we cannot advise you on whether you should open an ISA, or about particular ISA products. An authorised financial adviser, or the ISA manager concerned, can help you with individual advice.

Copies of booklet IR110 A guide for people with savings are available from any Inland Revenue Office (see your telephone book under ‘Inland Revenue’) or on the Internet at www.hmrc.gov.uk

The Financial Services Authority (FSA) regulates financial services and protects consumers. The FSA can tell you if a firm is authorised, and can help you if you have a complaint and are unsure whom to contact. However, it cannot recommend firms or advisers, or tell you whether a particular investment is right for you.

The FSA also has a wide range of user-friendly booklets and factsheets. These are available from the FSA Consumer Helpline on 0845 606 1234 (calls are charged at local rates) or from its website at www.fsa.gov.uk/consumer.

The FSA website contains ISA Comparative Tables. These let you compare stocks and shares ISAs based on unit trusts and open-ended investment companies from different ISA managers.

Further information on customer service is available at Inland Revenue and Customs and Excise local offices, set out in their Charters, complaint leaflets and Codes of Practice.

NOTE : These notes are for guidance only and reflect the tax position at the time of writing. They do not affect any right of appeal.

1 2 3 4 5 6 7 8 9 10

Leave a Reply

Your email address will not be published. Required fields are marked *

*

You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <s> <strike> <strong>