For Solicitors

Should I request a full or partial withdrawal?

You can request a partial withdrawal for a specific amount, a full withdrawal of the customers’ current balance (which will include any accrued interest or investment gains/losses if applicable but won’t include any pending LISA bonuses), or a full withdrawal plus any pending bonuses once we receive them from HMRC.

If your customer holds a Stocks & Shares LISA, we cannot guarantee the final amount you will receive as their balance is subject to market fluctuations until their funds have been sold. If a withdrawal of a specific amount is requested, we will sell down a portion of their holdings according to this instruction, but you may receive more or less than the requested amount.

Please discuss these options with the customer if you are unsure which option to choose.

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It's important you know

All investing should be regarded as longer term. The value of your investments can go up and down, and you may get back less than you invest.

Risk Warning
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