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Help to Save Technical Manual
Publication Date:
2024
Publisher:
Bloomsbury Professional
Copyright:
2024 Crown
Help to Save Technical Manual
Guidance for HMRC staff and customers on the Help-to-Save scheme.
Last update
: 29th March 2024
GO
Contents
Contents
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Open Section
HSTM01000: Introduction: contents
HSTM01100: Home
HSTM01200: Overview of the Help-to-Save scheme
HSTM01300: Applying and more information
HSTM01400: Contacting us about this manual
Open Section
HSTM02000: Eligibility: contents
HSTM02100: Home (landing page)
HSTM02200: Eligible persons
HSTM02300: Benefit entitlement conditions
HSTM02400: UK connection condition
HSTM02500: UK connection condition - Crown Servants and UK Armed Forces
HSTM02600: UK connection condition - other temporary absences
HSTM02700: Account holder not being in the United Kingdom
Open Section
HSTM03000: Administration: contents
HSTM03100: Opening a Help-to-Save account
HSTM03200: Application to open a Help-to-Save account
HSTM03300: Circumstances where eligible person is unable to act - receivers etc.
HSTM03400: Circumstances where eligible person is unable to act - other appointed persons
HSTM03500: General requirements for Help-to-Save accounts
HSTM03600: Limits on amounts paid into a Help-to-Save account
HSTM03700: “Repair” of invalid accounts
Open Section
HSTM04000: Bonus: contents
HSTM04100: Bonus payment timing
HSTM04200: Amount of bonus
HSTM04300: First bonus period at 24 months after the account is opened
HSTM04400: End of maturity period
HSTM04500: Bonus claim from NS&I
HSTM04600: Rejection of bonus claim
HSTM04700: Recoupment of bonus
HSTM04800: Payments made in error
Open Section
HSTM05000: Appeals and reviews: contents
HSTM05100: Introduction
HSTM05200: Appealable decisions and notices of appeal
HSTM05300: Mandatory review
HSTM05400: Tribunal powers
HSTM06000: Help-to-Save account: interaction with tax and other benefits
HSTM07000: Help to Save account: direct recovery of debt provisions
HSTM90000: Help to Save: Privacy Notice
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