LISA Mathsthe bonus, the charge, and the cap

What taking money out of a Lifetime ISA early costs

Take money out of a Lifetime ISA before 60 for anything other than a first home and HMRC takes 25% of the withdrawal. That is not the same as giving back the bonus: it leaves you 6.25% down on your own money.

6.25% of your own money lost, on any unauthorised withdrawal

Why 6.25% and not zero

£1,000 paid in becomes £1,250 with the bonus. 25% of £1,250 is £312, so you receive £938 — £62 less than you put in. The charge applies to the whole balance, including your own contributions and any growth, which is why it bites harder than the bonus helps.

PotChargeYou receive Down on your own money
£1,000£250£750£50.00
£2,000£500£1,500£100.00
£3,000£750£2,250£150.00
£5,000£1,250£3,750£250.00
£7,500£1,875£5,625£375.00
£10,000£2,500£7,500£500.00
£12,500£3,125£9,375£625.00
£15,000£3,750£11,250£750.00
£20,000£5,000£15,000£1,000.00
£25,000£6,250£18,750£1,250.00
£30,000£7,500£22,500£1,500.00
£40,000£10,000£30,000£2,000.00
£50,000£12,500£37,500£2,500.00

No investment return is assumed anywhere on this page. Every figure is money you paid in plus the government bonus — the only part that is guaranteed. A stocks-and-shares LISA can do better or worse than this, and nobody can tell you which.

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Elsewhere on this site

Rates and limits read 19 August 2026 from GOV.UK: Lifetime ISA, withdrawing money and ISA allowances. Figures are for the 2026/27 tax year.

Rates and limits for the 2026/27 tax year, read 19 August 2026 from GOV.UK. Nothing here is financial advice: it is arithmetic on published rules, and no investment return is assumed anywhere.