Lifetime ISAs July 2016

Announced by Chancellor George Osborne in Budget 2016 and launching on 6 April 2017, the Lifetime ISA is designed to provide a tax-efficient option for people saving for a irst home or retirement.

Buying a first home and saving for retirement represent 2 of the most important aspects of a person’s inancial life, but the latter can often fall by the wayside in the face of other challenges.

crozierjonespwp_apu_jul16_lifetimeisa.pdf193.25 KB