Helping you save for a first home or for your retirement at the same time
The start of the tax year on 6 April 2017 saw the launch of the Lifetime ISA (LISA), which was announced in the 2016 Budget. This new type of ISA is designed to help you save for a first home or for your retirement at the same time. To be eligible, you have to be aged between 18 and 39 years old (up until your 40th birthday).
Investing in a wide range of different tax-efficient investments
From July 2014, Individual Savings Accounts (ISAs) can now be used to hold stocks and shares or cash, or any combination of these, up to the current annual limit. An ISA is a ‘wrapper’ that can be used to help save you tax.
Gray & Associates is a trading name of Ian Gray & Associates Ltd. Ian Gray & Associates Ltd is an Appointed Representative of Priscum Limited which is authorised and regulated by the Financial Conduct Authority. FSA No: 507387. Registered Office: 34 Kington St. Michael, Chippenham, Wiltshire SN14 6JJ Reg: England and Wales 5118965