You can see an online, jargon-free overview of your investments whenever you like, so you’ll always know exactly how they’re performing and how much you’re paying. Learn more about our fees
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With an ISA you don’t pay any Capital Gains Tax on returns from your annual £20,000 allowance, and Pensions are the most tax efficient way to save for your retirement. We also make it easy for you to transfer in old pensions and ISAs so you can have all your investments in one place.
The more you save into your Nutmeg account — whether it be into your ISAs, Nutmeg pension or regular investment portfolio — the lower your fee rate.
How much does it cost?
Choose an investment style to see how much you'd pay
b. Give us your email address, using the field provided; and
c. Fund your new Nutmeg product by:
i. (in the case of an ISA or GIA) paying a minimum opening deposit of £2500, and giving a commitment to make 23 subsequent monthly payments of £100; or
ii. (in the case of Nutmeg pension) making a minimum investment of £5,000;
d. If a customer withdraws their account balance within 24 months of opening their account Nutmeg reserves the right to withdraw £100 from the closing balance before returning funds
When and how the Investment Boost will be paid:
The Investment Boost will be paid on or before 1st November 2018 if:
a. You agree not to transfer or withdraw any part of your investment (excluding the investment boost) within 2 years beginning on the date when Nutmeg receives (in the case of an ISA or GIA or Pension) your opening deposit.
In every case:
a. If you have an active ISA with available ISA allowance, the Investment Boost will (i) be paid into your ISA; (ii) use up part of your ISA allowance; and (iii) be traded in the next investment cycle;
b. Otherwise, the Investment Boost will be paid into your GIA and traded in the next investment cycle.
c. If you only have a Nutmeg pension, or you have more than one pot, the £100 will be left in 'un-allocated cash' and you will be notified that you have cash waiting for allocation. You can then choose which fund to allocate this cash to.
Nutmeg’s Standard Terms and Conditions, and the additional terms applicable to this offer
This offer, the ISA, GIA and Nutmeg Pension, and transfers and withdrawals, are subject to, and governed by, Nutmeg’s Standard Terms and Conditions and the general law. If there is a conflict between (a) the terms of this offer; and (b) Nutmeg’s Standard Terms and Conditions and the general law, the latter will prevail.
Nutmeg charges management and other fees. The details are available here.
This offer is subject to change, or withdrawal due to unexpected operational constraints.
Nutmeg is authorised and regulated by the Financial Conduct Authority, whose address is 12 Endeavour Square, London E20 1JN, www.fca.org.uk. Our firm registration number is 552016. Nutmeg is covered by the Financial Services Compensation Scheme. There is more information about this in our Standard Terms and Conditions.