Lifetime ISA 25% Bonus 2027 Calculator

Lifetime ISA (LISA): UK savers aged 18-39 contribute up to £4,000/year and receive 25% government bonus (£1,000 max). Funds usable for first home (up to £450K) or after age 60. Withdrawals for other reasons trigger 25% penalty — net loss ≈6.25%.

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How the 25% Bonus Works

HMRC pays £0.25 for every £1 contributed (up to £4K/year). Bonus paid monthly. Max bonus £1,000/year. Continue until age 50.

First Home Cap £450,000

Bonus applied to property purchase only if home costs £450K or less. London exception: same £450K (controversial — many London homes exceed).

Withdrawal Penalty

25% of withdrawal amount, not just bonus. £5,000 withdrawn → £1,250 penalty + you keep £3,750. Net loss vs original £4K contribution = 6.25%.

Source and Disclaimer

gov.uk Lifetime ISA guidance. Open through banks/building societies. Verify ISA rules annually as Budget changes possible.

Source: gov.uk/lifetime-isa. Last updated: May 2026.