UK Lifetime ISA (LISA) Calculator

Calculate your LISA deposit pot, government bonus earnings (25% up to £1,000/year), and how much of your first home's purchase price your savings will cover. GBP.

£
£
yrs
%
£
Total Available for Deposit
£33,284
£5,000 starting balance + £19,980 contributions + £4,995 government bonus + growth
Total Contributions
£19,980
Total Government Bonus
£4,995
Annual Bonus (max)
£999
Deposit as % of Property
9.5%
Early Withdrawal Warning
25% Withdrawal Penalty
£8,321
Net After Penalty
£24,963

The 25% withdrawal penalty effectively claws back the government bonus plus 6.25% of your own contributions. Only withdraw penalty-free for a first home (max £450K) or retirement at age 60+.

Each year you contribute up to £4,000, the government adds a 25% bonus (up to £1,000). This compounds with investment growth over your savings timeline.

YearCumulative ContributionsCumulative BonusInvestment GrowthTotal Balance
Year 1£3,996£999£355£10,350
Year 2£7,992£1,998£901£15,891
Year 3£11,988£2,997£1,644£21,629
Year 4£15,984£3,996£2,591£27,571
Year 5£19,980£4,995£3,749£33,724

A Stocks and Shares LISA invests in the market and typically outperforms a Cash LISA over longer timeframes. However, for short timelines (under 3 years), a Cash LISA avoids market risk near your purchase date.

%
%
Stocks & Shares LISA (5 yrs)
£37,063
7.0% annual growth
Cash LISA (5 yrs)
£34,313
4.5% annual interest
Investment Advantage
£2,749
Extra balance from investing vs cash
Rule of thumb: If you are buying in under 3 years, use a Cash LISA to avoid market volatility right before you need the funds. If buying in 5+ years, a Stocks and Shares LISA generally outperforms. Some people transfer from Stocks to Cash 2-3 years before purchase.

How to Use This LISA Calculator

Enter your current LISA balance, monthly contribution (max £333/month to earn the full bonus), years until purchase, expected annual growth rate, and your target property price. The calculator shows your projected deposit pot, total government bonus earned, and the percentage of your property price it covers.

What Is a Lifetime ISA?

A Lifetime ISA (LISA) is a government-backed savings account for UK residents aged 18–39. You can save up to £4,000 per tax year, and the government adds a 25% bonus — up to £1,000 per year. The money can be used penalty-free only to buy your first home (up to £450,000) or from age 60 for retirement. Withdrawing for any other reason incurs a 25% penalty on the entire pot.

LISA Eligibility Rules

You must be aged 18–39 to open a LISA. Contributions can continue until age 50 (up to £4,000/year). The property must be your first home, cost no more than £450,000, and be purchased with a mortgage. The LISA must have been open for at least 12 months before use.

LISA Calculation Formula

Annual Contribution: Up to £4,000/tax year
Government Bonus: 25% of contributions (max £1,000/year)

Monthly to maximise: £333.33/month (= £4,000/year)

Example: 5 years, £333/mo, 4% growth
Contributions: £20,000
Government Bonus: £5,000
Growth on £25,000: ~£2,700
Total Deposit Pot: ~£27,700

Early Withdrawal Penalty: 25% of total pot
(claws back bonus + 6.25% of your own money)

Example: First-Time Buyer Using a LISA

Sophie, 26, Saving for a £350,000 Flat in Manchester

Sophie opens a Lifetime ISA and contributes £333 per month for 5 years at 4% growth (Cash LISA).

Monthly Contribution£333 (max for full bonus)
Annual Contribution£3,996
Annual Government Bonus£999
Total Saved After 5 Years~£27,400
Government Bonus Received~£5,000
Deposit as % of £350K~7.8%
Early Penalty if Withdrawn (est.)~£6,850

By maximising her LISA, Sophie receives £5,000 in government bonuses over 5 years — equivalent to an extra 14.3% return on her contributions, on top of any investment growth. This is one of the best guaranteed returns available in the UK.

Frequently Asked Questions

No. The LISA can only be used penalty-free for a first home purchase where the property costs no more than £450,000. The purchase must use a mortgage (you cannot buy outright with LISA funds). Both buyers in a joint purchase can each use their own LISA. The property must be in the UK and you must be a first-time buyer.
A 25% withdrawal charge applies to the total pot, including the bonus. This means you do not simply lose the bonus — you also lose 6.25% of your own contributions. For example, if you have £20,000 in your LISA (including £4,000 bonus), the 25% penalty is £5,000, leaving you with £15,000 — less than your £16,000 net contributions. Always treat LISA funds as locked-in unless buying a first home or retiring at 60+.
For buying in under 3 years, a Cash LISA is safer — your deposit pot will not fall in value just before you need it. For 5+ years, a Stocks and Shares LISA typically outperforms cash over time. Many people choose Stocks and Shares LISA for long-term saving and switch to Cash 2-3 years before their expected purchase date. You can transfer between LISA providers without penalty.
Yes, you can hold both if you opened a Help to Buy ISA before November 2019 (it is now closed to new accounts). However, you can only use one government bonus when buying your first home — you must choose at completion. The LISA bonus is almost always more valuable as there is no cap on the total bonus (vs the H2B ISA cap of £3,000) and the property price limit is higher (£450,000 vs £250,000 outside London).
LISA providers claim the bonus from HMRC monthly (for contributions in the previous month). HMRC pays the bonus within 6-8 weeks. The bonus is added directly to your LISA and earns interest or investment returns from that point. To maximise, contribute as early in the tax year (April 6) as possible so the bonus arrives and grows for the full year.

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