8 April 2016

Lisa could be an attractive proposition for those under 40…

In Monday’s Press & Journal, Carbon’s Investment Director, Barry O’Neill, explores the new Lifetime Isa, or Lisa as it is to be known when it becomes available from April 6th 2017.

Barry explains that the Lisa combines elements of an individual savings account and a pension, and suggests it is perhaps George Osborne’s initial step towards his goal of creating a simplified Isa and pension regime.

In the article, Barry provides ten of his initial observations about this new form of saving available for anyone aged 18 to 39. Barry’s overall impression is that a Lisa offers some attractive features for those under 40.

The article is a useful introduction to the Lisa and is well worth a read. You can see the whole of Barry’s article here.

If you would like to discuss your financial planning options, please contact us with any questions you might have. You can do this by calling our head office on 0131 220 0000, or by emailing us at or you can also follow us on Facebook, Twitter or LinkedIn.

You can view Barry O’Neill’s profile here.


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