Tax Planning - Making the Lifetime ISA part of your Savings Strategy

13 June 2017

The Lifetime ISA (LISA) is the newest entry to the individual savings market and Daly Park looks at how you can use it.

The LISA is designed to help young people to either save for their first home or build up their retirement savings.  Therefore, they are only available to people aged between 18 and 30 years old.  You cannot open a LISA once you turn 40.

Read our Lifetime ISA guide for more detail on your contributions, the very attractive Government Bonus available on this type of account, transfers and withdrawal rules.  We look at the differences between such savings accounts and personal pensions. 

For more detailed advice regarding your savings and investments give your accountant in Daly Park a call.

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Daly Park Newry Office

6 Trevor Hill Newry Co. Down,
Northern Ireland BT34 1DN
Fax: 028 3025 7335

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