ISA withdrawal charges

Kenneth MacArthur made this Freedom of Information request to HM Revenue and Customs Automatic anti-spam measures are in place for this older request. Please let us know if a further response is expected or if you are having trouble responding.

The request was refused by HM Revenue and Customs.

Kenneth MacArthur

Dear HM Revenue and Customs,

I am writing to make a request for information under section 1 of the Freedom of Information Act (FOIA) 2000.

Separately for each of (a) the help to buy ISA, and (b) the lifetime ISA, and separately for each personal tax year in the period beginning with the personal tax year in which the ISA type in question was introduced and ending with personal tax year 2022/2023, please can you provide the total withdrawal charge amounts (i) due (as reported by ISA managers), (ii) collected from ISA managers, and (iii) collected from ISA investors.

Yours faithfully,

Kenneth MacArthur

Team, FOI, HM Revenue and Customs

Our ref: FOI2023/37725

Dear Mr MacArthur,

Freedom of Information Act 2000 Acknowledgement

Thank you for your communication of 5 June.

We have allocated the above reference which you should quote if you need
to contact us.

We will arrange for a reply to be sent to you which will either comply
with our obligations under Freedom of Information Act or, if we think it's
an enquiry that we don't need to address under the terms of the Act, let
you know why. If it is the latter we will, if possible, pass it on to a
more appropriate part of the Department for answer.

While we aim to respond to all freedom of information requests within 20
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we will, where possible, write to you explaining the reason for the delay
and provide an estimated time for response.

Yours sincerely

HMRC Freedom of Information Team

Team, FOI, HM Revenue and Customs

1 Attachment

Dear Mr MacArthur,

We are writing in response to your request for information, received 5
June.

Yours sincerely,

HMRC Freedom of Information Team