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Accredited paralegals' meeting 20 September 2018

Date: 20th September 2018

Time: 12:30 - 14:00

Location:
Law Society of Scotland
Atria One
144 Morrison Street
Edinburgh
EH3 8EX

In August 2015, the Help to Buy ISA was introduced to enable individuals to save up to £12,000 for the purchase of their first home and receive an additional government bonus of £3,000. In April 2016, the Lifetime ISA was introduced to enable individuals under the age of 40 to save up to £4,000 per year for the purchase of their first home or their retirement and receive an additional government bonus of up to £1,000 per year. Savers who have had a Lifetime ISA for more than a year are now starting to use their savings and their government bonuses to buy their first home. Andrew Kayley of HM Revenue and Customs will explain the differences between Help to Buy and Lifetime ISAs, in particular the different procedures that conveyancers must follow when a client wants to us their Help to Buy or Lifetime ISA to buy their first home. Andrew will also show conveyancers where they can find information about both of these ISAs. Crowd

In April 2016, the Lifetime ISA was introduced to enable individuals under the age of 40 to save up to £4,000 per year for the purchase of their first home or their retirement and receive an additional government bonus of up to £1,000 per year.

Savers who have had a Lifetime ISA for more than a year are now starting to use their savings and their government bonuses to buy their first home.

Andrew Kayley of HM Revenue and Customs will explain the differences between Help to Buy & Lifetime ISAs, in particular the different procedures that Conveyancers must follow when a client wants to us their Help to Buy or Lifetime ISA to buy their first home. Andrew will also show conveyancers where they can find information about both of these ISAs.

Register today 

Secure your place by emailing Janet Rieu-Clarke at [email protected].  Please include any dietary or access requirements.

All sole practitioners and colleagues, including trainees and paralegals, are welcome.

  • 12:30 - 13:00

    Registration
  • Andrew Kayley of HM Revenue and Customs will explain the differences between Help to Buy & Lifetime ISAs, in particular the different procedures that Conveyancers must follow when a client wants to us their Help to Buy or Lifetime ISA to buy their first home. Andrew will also show conveyancers where they can find information about both of these ISAs.

    Andrew has worked for HMRC for 30 years. He was the manager of the Liverpool Stamp Duty Office and has managed Operational & Compliance Teams in HMRC. Prior to becoming HMRC’s Technical lead for Savings, Andrew was a technical adviser on charity tax exemptions. He swapped Gift Aid for ISAs in July 2017. Andrew has been a Cub Scout leader for over 30 years and is an Everton season ticket holder (so don’t ask him about the Red team in Liverpool).​

Prices

prices exclude VAT

Accredited paralegals:
free
 

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