Step by Step Guide: Opening a LISA with Hargreaves Lansdown
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- Опубликовано: 28 авг 2024
- Let’s dive into the step-by-step process of opening a Lifetime Individual Savings Account (LISA) with Hargreaves Lansdown. Follow this comprehensive guide to ensure a smooth experience:
How to Open a LISA with Hargreaves Lansdown: A Step-by-Step Guide:
1. Eligibility Check:
• Criteria: You must be between 18 and 39 years old
• Visit the Hargreaves Lansdown website: Hargreaves Lansdown LISA.
2. Account Setup:
• Click on the “Apply Now” button.
• Choose “Lifetime ISA” as your account type.
3. Personal Details:
• Fill in your personal information, including name, address, and contact details.
• Confirm your eligibility by providing your date of birth.
4. Investment Choices:
• Select your preferred investment option: Stocks and Shares LISA
5. Government Bonus:
• Understand that the government provides a 25% bonus on your contributions (up to £1,000 per tax year).
6. Fund Selection:
• We cover this in the next video
7. Application Review:
• Review your application details.
• Double-check accuracy before proceeding.
8. Electronic Signature:
• Electronically sign the application form.
• Confirm your acceptance of terms and conditions.
9. Funding Your LISA:
• Transfer funds from your bank account to your newly opened LISA.
• Set up regular contributions or make lump-sum deposits.
10. Welcome to Your LISA:
• Congratulations! You’ve successfully opened your LISA.
• Monitor your account & stay informed about your investments.
Remember, this LISA is a powerful tool for achieving your financial goals. Seek personalized advice if needed, and let’s embark on your savings journey together!
Join us as we demystify the LISA and empower you to make informed financial decisions. Plus, meet Alan Donegan and Katie Donegan from Rebel Finance School, who share their expert insights. For more financial wisdom, check out the Rebel Finance School (rebelfinancesch...) and the Donegans' website (www.alandonega.... Let’s conquer the financial world together!
All videos in the series: • Mastering LISAs: Your ...
1. Demystifying LISAs: What is a Lifetime Individual Savings Account?
2. LISAs Uncovered: The Pros and Cons of Lifetime Individual Savings Accounts
3. Choosing Wisely: How to Select the Best LISA Provider for Your Needs
4. Step-by-Step Guide: Opening a LISA with AJ Bell
5. Invest Smart: Choosing the Right Fund for Your LISA
6. The LISA Millionaire Dream: A Must-Watch for Every 16-20 Year Old
7. Unlock Your First Home: Using LISAs to Secure Your First-Time Buyer’s Deposit
8. Buying an ETF. What is a Fill or Kill Order?!
🔗 Open a Lifetime ISA with Hargreaves Lansdown: Apply Now www.hl.co.uk/i...
Feel free to adapt this guide based on your specific circumstances. Happy investing! 🌟📈
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Great series!!! 🤩🤩🤩
Thank you Christina! You’re wonderful
Such a great series to share! Thank you! ❤
Thank you! We had fun making it
as much as I enjoyed the content, my favourite thing about the whole vid has to the be the Mario Kart Merch! 🤣
Have you been to Mario kart world? We went in Japan and it was incredible to go on a ride that was built around Mario kart.
You guys are so so helpful.
Thanks a lot for doing all this work
It is our pleasure. We had to research it all for
Us and why do all that work and not share it with the world too!!!
Rcisotc ❤❤❤
You are awesome Christina!! We love you
HL doesn’t accept LISA transfer😢. I have my LISA with money box and was going to transfer to HL. Would I have to wait till the next tax year to open another LISA with HL please??
Was getting myself ready to open one and saw they don’t accept transfer
Bugger. Sorry to hear that. You can open one per tax year. When did you open your own with money box?
@@rebeldonegans i transferred it to moneybox last year October.
@@evendao2868 so you opened that money box one in October? If so you would have to wait till April to
Open a new one! Not too long though
first
First comment??
@@rebeldonegans indeed! Amazing video, just been shown this by my father and definitely going to take action.
@@Chompskyhonker that is awesome!!! Yay. Did you watch the LISA millionaire one? How old are you? Welcome to the channel !
@@rebeldonegans I enjoyed you two so much I decided to watch till the end where you actually create an account. I’m 20 years old so I understand how life changing this can be (mainly because my father has been nonstop since he originally found your channel haha). However at my current wage level I couldn’t afford to max out my yearly LISA let alone the ISA but will definitely begin to contribute a percentage of my monthly salary to it. I’ve got to thank you guys for how much you’ve changed my fathers outlook on investing and openness on money in general. He’s began sharing all his latest insights and tips learnt from you with myself and my older sisters, even assisting with his fellow co-workers with their pensions. Keep it up :)
@@Chompskyhonker you are awesome and so is your dad! I’m so happy he’s having a positive influence in your life and those around him. This is so cool!
You’ve got exactly the right idea. It doesn’t matter if you can’t max it out, just start with what you can and you’ll be amazed how much it grows over time
Thank you for your beautiful comment it made us so happy that we’ve been able to help you and your dad