Lifetime ISA

INFORMATION IS BASED ON OUR CURRENT UNDERSTANDING OF TAXATION LEGISLATION AND REGULATIONS. ANY LEVELS AND BASES OF, AND RELIEFS FROM TAXATION, ARE SUBJECT TO CHANGE.
THE VALUE OF INVESTMENTS AND THE INCOME FROM THEM MAY GO DOWN. YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED.

YOU WILL INCUR A LIFETIME ISA GOVERNMENT WITHDRAWAL CHARGE (CURRENTLY 25%) IF YOU TRANSFER THE FUNDS TO A DIFFERENT ISA OR WITHDRAW THE FUNDS BEFORE AGE 60 AND YOU MAY THEREFORE GET BACK LESS THAN YOU PAID INTO A LIFETIME ISA.
BY SAVING IN A LIFETIME ISA INSTEAD OF ENROLLING IN, OR CONTRIBUTING TO AN AUTO-ENROLMENT PENSION SCHEME, OCCUPATIONAL PENSION SCHEME, OR PERSONAL PENSION SCHEME:
        (I) YOU MAY LOSE THE BENEFIT OF CONTRIBUTIONS FROM YOUR EMPLOYER (IF ANY) TO THAT SCHEME; AND
        (II) YOUR CURRENT AND FUTURE ENTITLEMENT TO MEANS TESTED BENEFITS (IF ANY) MAY BE AFFECTED.

 

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Barry Johnson Financial Services Ltd's FCA number is 684012 and is registered in England and Wales no. 9464119.

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