Webinar: A closer look at Lifetime ISAs

Our Senior Technical Consultant, Rachel Vahey, is back – this time, she’s taking an in-depth look at the Lifetime ISA (LISA).

In this session, Rachel will cover applying and subscribing, transfers and withdrawals, as well as some important financial planning aspects to consider. To let you see how the LISA could work for your clients, Rachel will also provide a comparison against pensions and the help-to-buy ISA.

Supporting literature

The value of investments can go down as well as up and your client may not get back their original investment.

For professional advisers’ use only.

Tax and pension rules apply.