Lisa

Are retirement savers missing a trick with the lifetime ISA?

Tax Planning

Are retirement savers missing a trick with the lifetime ISA?

Lifetime ISA effectively a stalking horse for pension reform

clock 18 May 2023 • 4 min read
Compelling reasons: Growing a Lifetime ISA for retirement

ISAs

Compelling reasons: Growing a Lifetime ISA for retirement

For some clients, there are compelling reasons why the LISA can be used as a complement to the tax benefits on offer in pensions, writes Joshua Croft

clock 24 November 2022 • 3 min read

Investment

Lifetime ISA exit charges more than triple during lockdown

FOI request

clock 12 July 2021 • 2 min read

Investment

Laura Suter: Why the LISA needs some TLC

And more competition

clock 14 November 2019 • 3 min read

Pensions

Four fifths of LISA users also save into workplace pensions

Lisa used as 'top-up'

clock 21 November 2018 • 2 min read

Retirement

LISA underperforming against govt expectations - HMRC figures

166,000 LISAs taken out

clock 31 August 2018 • 2 min read

Pensions

Govt faces backlash if LISA is scrapped - AJ Bell

200,000 LISAs opened so far

clock 16 August 2018 • 1 min read

ISAs

Laura Suter: Let's tackle Lifetime ISA gremlins

Launched 16 months ago

clock 09 August 2018 • 4 min read

Your profession

Three things your clients may call you about this week …

What made financial headlines over the weekend?

clock 05 August 2018 • 3 min read

Your profession

'You turn if you want to': Seven notable government policy U-turns

LISA and pensions dashboard under threat

clock 03 August 2018 • 3 min read