Lifetime ISA

INFORMATION IS BASED ON OUR CURRENT UNDERSTANDING OF TAXATION LEGISLATION AND REGULATIONS. ANY LEVELS AND BASES OF, AND RELIEFS FROM TAXATION, ARE SUBJECT TO CHANGE.
THE VALUE OF INVESTMENTS AND THE INCOME FROM THEM MAY GO DOWN. YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED.

YOU WILL INCUR A LIFETIME ISA GOVERNMENT WITHDRAWAL CHARGE (CURRENTLY 25%) IF YOU TRANSFER THE FUNDS TO A DIFFERENT ISA OR WITHDRAW THE FUNDS BEFORE AGE 60 AND YOU MAY THEREFORE GET BACK LESS THAN YOU PAID INTO A LIFETIME ISA.
BY SAVING IN A LIFETIME ISA INSTEAD OF ENROLLING IN, OR CONTRIBUTING TO AN AUTO-ENROLMENT PENSION SCHEME, OCCUPATIONAL PENSION SCHEME, OR PERSONAL PENSION SCHEME:
        (I) YOU MAY LOSE THE BENEFIT OF CONTRIBUTIONS FROM YOUR EMPLOYER (IF ANY) TO THAT SCHEME; AND
        (II) YOUR CURRENT AND FUTURE ENTITLEMENT TO MEANS TESTED BENEFITS (IF ANY) MAY BE AFFECTED.

 

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Where we are

1st Floor, 9 St. James’ Business Park , Knaresborough, North Yorkshire, HG5 8QB

Registered office address: 1st Floor, 9 St. James’ Business Park, Knaresborough, North Yorkshire, HG5 8QB.

Registered in England and Wales under reference 4799241.

RMB Financial Management Ltd is authorised and regulated by the Financial Conduct Authority.

RMB Financial Management Ltd is entered on the Financial Services Register (https://register.fca.org.uk/s/) under reference 488850.

RMB Financial Management (UK) Ltd, is a wholly owned subsidiary of Prosperis Ltd and is regulated by the Financial Conduct Authority FCA 223586. Registered in England No 04966045.

The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.

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