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Lifetime Stocks & Shares ISAs

Lifetime Stocks & Shares ISAs

Lifetime Stocks & Shares ISAs : Ordered A – Z

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Lifetime ISA

Minimum Investment: Lump sum investment of at least £500. Minimum monthly payment £50

Transfer in existing ISAs: Yes

Charges/Fees/Costs: AMC 2%. No transfer in charges, if money withdrawn before you reach age of 60, for reasons other than purchase of your first home, there will be a 25% government withdrawal charge

Account Management: New applications, top ups and transfers online, by phone and post

Customer Service Provision: UK based customer service team available Monday to Friday between 9am and 5pm

Hargreaves Lansdown

Lifetime Stocks & Shares ISA

Minimum Investment:  £100 lump sum or £25 Regular payment. Contribute up to £4,000 each year

Transfer in existing ISAs: Yes

Charges/Fees/Costs: No set-up or transfer-in charges, no charges for buying or selling funds, low cost reinvestment service and an annual fee of 0.45% or less

Account Management: Range of managed portfolios

Customer Service Provision: Phone, Email and Post


Lifetime Stocks & Shares ISA

Minimum Investment:  Pay in from £100 to £4,000 to start your Lifetime ISA

Transfer in existing ISAs: No

Charges/Fees/Costs: Management fees of 0.25% to 0.75% depending on how much you invest. There are also underlying charges, please see Nutmeg's fees page

Account Management: Get an intelligent stocks & shares Lifetime ISA portfolio - choose a fixed allocation portfolio designed to perform without intervention, a portfolio that's fully managed, or a portfolio that’s proactively managed for social responsibility. No tie-ins, no set-up fees, no exit charges. Easy online set up. Plus live chat, customer support and investor tools and guides

Customer Service Provision: Via built-in secure Nutmail, live chat, or phone to talk to a real person