The Mortgage Ledger
Saving & investing

The Lifetime ISA: a 25% bonus for your first home

The Lifetime ISA (LISA) is one of the best deals available to a UK first-time buyer: the government adds a 25% bonus to what you pay in. Here's how that bonus stacks up over a few years.

Free money toward your first home

The Lifetime ISA (LISA) is designed for buying a first home (or for retirement). Its headline feature is a 25% government bonus on everything you pay in, up to an annual limit — so for every £4 you save, the government adds £1.

How the bonus stacks up

If you pay in the annual maximum for four years, here's how your own money and the government bonus build together:

Example: paying in £4,000/year for 4 years
Year 1£5KYear 2£10KYear 3£15KYear 4£20K
  • Your contributions
  • Government bonus (25%)
Illustration only — assumes £4,000/year (the bonus is capped per year) and ignores any investment growth. Age limits, the bonus cap, and a maximum property price apply; check gov.uk.

That's £16,000 of your own money turned into £20,000 toward a deposit — a £4,000 boost, before any investment growth.

What it means for your mortgage

That £20,000 — including the £4,000 bonus — goes onto your deposit. Here's how using the full LISA compares with putting in only your own £16,000 on a £300,000 home:

Example: a £300,000 home at 5% over 25 years
Your £16k onlyWith the bonus
Down payment£16,000£20,000
Mortgage (amount borrowed)£284,000£280,000
Monthly payment£1,660£1,637
Total interest over 25 yrs£214,071£211,056
Illustration only — assumes a £300,000 home at 5% over 25 years. The £4,000 government bonus alone shrinks the loan and the interest you pay on it.
Total interest over the loan
Your £16k only£214.1KWith the bonus£211.1K
  • Total interest paid

Using the account, your monthly payment is about £23 lower and you pay roughly £3,015 less interest over the life of the loan.

The rules to know

  • You must open it before a certain age and can pay in up to another age cap.
  • The home must be your first and under a maximum property price.
  • Withdraw for anything else (before retirement age) and you pay a penalty that can claw back more than the bonus — so only use it as intended.
  • The older Help to Buy ISA is closed to new savers; the LISA is its successor.

Where it fits

Use the LISA to capture the full bonus, then hold any extra savings in a Cash or Stocks & Shares ISA. When you're ready, see what your deposit buys on the UK mortgage calculator.

This page is general educational information to help you think it through — not financial, tax, or legal advice. Your own situation is unique; consider speaking with a qualified adviser before making a big decision. See how we calculate and our Privacy Policy.

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