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The new Lifetime ISA offers a government bonus of up to £1,000 per tax year to those aged 18-39 and saving for a first property purchase and/or retirement. Provided the Lifetime ISA is opened before age 40, government bonuses are also available between age 40-49.

As independent advisers, Saunderson House can recommend to clients (and their families, as part of our wider service) a Lifetime ISA providing access to investments from the whole of the market, with competitive fund and platform charges.

Read our full Special Briefing here

About The Author

Ian McNally
Ian began his career in Financial Services in 1986 with Willis Faber and has subsequently gained a breadth of
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