GUIDE TO THE LIFETIME INDIVIDUAL SAVINGS ACCOUNT

Jun 30, 2016 | Savings

Tax-efficiency and flexibility for the next generation

In the March 2016 Budget, the Chancellor announced major improvements to Individual Savings Accounts (ISAs) with the introduction of a new Lifetime Individual Savings Account (LISA) from April 2017, designed to help young people save flexibly for the long term throughout their lives. The aim is to help them simultaneously save for a first home and for their retirement without having to choose one over the other.

WHAT TYPE OF SAVER ARE YOU?

Creating and maintaining the right savings and investment strategy plays a vital role in securing your financial future. Whether you are looking to invest for income, growth or both, we’ll help you find out which of your ISA options is best for you. To discuss your situation, please call us or use the contact form by clicking here for further information.

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