LISA Mathsthe bonus, the charge, and the cap

Taking £1,000 out of a Lifetime ISA early

Taking £1,000 out of a Lifetime ISA before 60, for anything other than a first home, costs a £250 government charge. You receive £750.

£250 withdrawal charge on £1,000 · you receive £750

Where a £1,000 pot came from, and what is left

You paid in£800.00
Government bonus at 25%£200.00
Pot£1,000
Withdrawal charge at 25%−£250
You receive£750
Down on your own money£50.00 (6.25%)

That last line is the number worth remembering. A 25% charge on a pot that grew 25% does not cancel out — it leaves you 6.25% worse off than if you had never opened the account.

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.

[slot: provider] — not configured. Add real, disclosed affiliate content in the property config, or delete the slot.

Taking out part of it

WithdrawalCharge You receive
Withdraw a quarter (£250)£62£188
Withdraw half (£500)£125£375
Withdraw all of it (£1,000)£250£750

Questions

What is the charge on taking £1,000 out of a LISA?

£250. The charge is 25% of the amount withdrawn, not 25% of the bonus, so you receive £750.

Doesn't the charge just take back the bonus?

No, and this is the part almost everyone gets wrong. The bonus added 25% to your money; the charge then takes 25% of the larger amount. £1 paid in becomes £1.25, and 25% of that leaves £0.9375 — you end up 6.25% down on your own money.

When is there no charge?

Buying your first home at £450,000 or less with a mortgage, at least 12 months after your first payment; reaching age 60; or terminal illness with less than 12 months to live.

Is the charge ever waived?

Only for the qualifying withdrawals above. There is no hardship exemption; the temporary reduction to 20% during 2020 and 2021 ended on 5 April 2021.

Related

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.