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Lifetime ISA explained factsheet

LIFETIME ISA EXPLAINED - FACTSHEET

Aged between 18 and 39? The Lifetime ISA offers an exciting way to save for your first home and later life with a 25% boost from the government. This factsheet is not personal advice, but reveals:

  • How much you can invest each year
  • The penalties to watch out for when you access your money
  • Where you can invest (cash, stocks and shares)
  • The options for savers who already hold a Help to Buy ISA

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    The factsheet is a broad summary and cannot cover every situation, it is not personal advice. If you are unsure, seek advice. Unlike cash, the value of investments can fall as well as rise so you may get back less than you invest. Tax rules can change and benefits depend on personal circumstances.

    Up to £1,000 bonus per year from the government

    Aged between 18 and 39? The Lifetime ISA offers an exciting way to save for your first home and later life with a 25% boost from the government.

    Download our factsheet now to find out more, including:

    • How much you can invest each year
    • The penalties to watch out for when you access your money
    • Where you can invest (cash, stocks and shares)
    • The options for savers who already hold a Help to Buy ISA

    The factsheet is a broad summary and cannot cover every situation, it is not personal advice. If you are unsure, seek advice. Unlike cash, the value of investments can fall as well as rise so you may get back less than you invest. Tax rules can change and benefits depend on personal circumstances.