8 April 2016

Lisa could be an attractive proposition for those under 40…

In Monday’s Press & Journal, Carbon’s Investment Director, Barry O’Neill, explores the new Lifetime Isa, or Lisa as it is to be known when it becomes available from April 6th 2017.

Barry explains that the Lisa combines elements of an individual savings account and a pension, and suggests it is perhaps George Osborne’s initial step towards his goal of creating a simplified Isa and pension regime.

In the article, Barry provides ten of his initial observations about this new form of saving available for anyone aged 18 to 39. Barry’s overall impression is that a Lisa offers some attractive features for those under 40.

The article is a useful introduction to the Lisa and is well worth a read. You can see the whole of Barry’s article here.

If you would like to discuss your financial planning options, please contact us with any questions you might have. You can do this by calling our head office on 0131 220 0000, or by emailing us at or you can also follow us on Facebook, Twitter or LinkedIn.

You can view Barry O’Neill’s profile here.


Sign-up for our Carbon Catch-Up Newsletter


Sign-up for our Carbon Catch-Up Newsletter.

* indicates required

Carbon Financial will use the information you provide on this form to keep in touch with you and to provide updates and marketing. Please indicate below that you are happy to receive our updates in the future:

You can change your mind at any time by clicking the unsubscribe link in the footer of any email you receive from us, or by contacting us at We will treat your information with respect. For more information about our privacy practices please visit our website. By clicking below, you agree that we may process your information in accordance with these terms.

We use Mailchimp as our marketing platform. By clicking below to subscribe, you acknowledge that your information will be transferred to Mailchimp for processing. Learn more about Mailchimp's privacy practices here.

Part of The Progeny Group

Progeny is independent financial planning, investment management, tax services, property, HR and legal counsel, all in one place.

Carbon Financial Partners Limited is authorised and regulated by the Financial Conduct Authority. The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

The Financial Conduct Authority does not regulate some forms of tax advice.
Registered in Scotland #SC386400.
Registered Office: 61 Manor Place, Edinburgh EH3 7EG, Scotland.
© Carbon Financial Partners 2024

Client Account | Personal Finance Portal | Privacy Notice | Cookies