Lifetime ISA

Free Money

Lifetime ISA — The Government Gives You 25%

Emma is 28 and saving for her first home. She opens a Lifetime ISA and puts in £4,000 a year. The government adds £1,000 — a 25% bonus, just for saving. After 4 years she has £16,000 of her own money, £4,000 in bonuses, plus investment growth. She uses it to buy a flat under £450,000.

The catch: if you withdraw for any reason other than buying your first home (under £450k) or retirement (age 60+), there's a 25% penalty — which means you actually lose more than just the bonus. So only use it if you're confident about the purpose.

25%government bonus
Up to £1,000/year free
CapyPay Top Tips
  • Open one before you turn 40 — even with £1. You can contribute until 50 but can't open after 40
  • The £4,000 LISA limit counts within your £20,000 ISA allowance
  • For first-time buyers: property must be under £450,000. Check this covers your target area
  • If you're not buying a home, it's still excellent for retirement savings on top of your pension
  • Never withdraw early unless it's an emergency — the 25% penalty on the total means you lose your bonus AND some of your own money

→ Action: Open a LISA before you turn 40. Even £1 secures the account.

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