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What is a Lifetime ISA?
What is a Lifetime ISA?
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Written by Polly
Updated over a month ago

A Lifetime ISA is a type of government-backed savings account that comes with 25% government bonuses (up to £1,000 per tax year). It can be used towards buying your first home, or to fund retirement from age 60.

With a Lifetime ISA, you can pay in up to £4,000 per tax year, and you'll get a free 25% government bonus after each time you pay in - these take 4-6 weeks to land in your account and are 25% of what you have put in, up to £1,000 per tax year.

There are some key rules to be aware of before you open a Lifetime ISA:

  • You must have your Lifetime ISA open for at least 12 months before being used to buy a home.

  • You must be aged 19-39 years old to open a LISA and make your first payment into the account before you're 40 years old.

  • You can put up to £4,000 in each tax year until you're 50 years old

  • If you withdraw your funds to use for something other than purchasing your first home, or funding retirement once you've reached 60, you'll be subject to a withdrawal charge, meaning you may get back less than you paid in.

  • If you want to use a Lifetime ISA to purchase your first home, the property you buy must be in the UK, be your first home anywhere (not just in the UK), and be less than £450,000. You have to live in the property once you buy it (i.e. you can’t use a LISA to buy a property you want to rent out), and you need to be using a mortgage to buy the property (i.e. you can’t pay for it in full upfront). Read more here

Want a bit more meat on the bones? We've written a full guide here


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