FOI reference: FOI-2025-2704
You asked
Please can you supply me with the total value held in LISA accounts at the end of the 2022/23 tax year and the split of the value between Cash and Stocks & Shares.
We said
Thank you for your enquiry concerning the value of Lifetime ISAs for the period 2022/2023 tax year and the split between cash and stocks and shares.
We collect information on whether someone has a Lifetime ISA and the value of this using the Wealth and Assets Survey (WAS), however, the latest data available is for the period April 2020 to March 2022 covering Great Britain. We do not collect any further breakdown between cash and stocks and shares held in a LISA within WAS.
Using data collected on this survey, the estimated median value of Lifetimes ISAs for Households who have one in the period April 2020 to March 2022 is £6,000. This data can be found in our published Financial wealth tables in Table 5.1 along with estimates for the 25th and 75th percentile.
It may be useful to reach out to HMRC (personaltax.statistics@hmrc.gov.uk) regarding their release Commentary for Annual Savings statistics: September 2024 to see if their data matches your research needs.