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Do you currently have a Lifetime ISA (LISA) portfolio from a previous tax year?
Do you plan to invest this tax year into your Lifetime ISA (LISA)?
Do you plan to sell any securities this tax year in your Lifetime ISA (LISA)?
Please provide an approximate breakdown of your existing Lifetime ISA (LISA) Portfolio
How much do you plan to invest this tax year in your Lifetime ISA (LISA)?
How much do you plan to sell this tax year in your Lifetime ISA (LISA)?
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This calculator is used for illustrative purposes only, and is intended as an aid to decision making. The fees shown are not guaranteed, the fees might be more or less than the presented in the calculator. The calculator does not take into account fund manager fees of ETFs, mutual funds or Ready-made Portfolios. Any possible taxes are excluded in the calculations such as Stamp Duty Reserve Tax, Panel on Takeovers and Mergers (PTM) levy or any international equivalents. The calculator uses publicly available information and terms and conditions from each investing platform’s website. We are confident the calculator is accurate, but if you disagree on a calculation with certain parameters, please let us know at calculators@investinginsiders.co.uk