Lisa Caplan

Lisa Caplan is head of financial advice at Nutmeg. She combines her wide experience of developing brands for blue chip companies with eight years as a chartered financial planner delivering financial advice to a range of people at different stages of their lives.

The best options for your self-employed pension

|5 min

If you work for yourself, a self-employed pension will make your money work for you.

FIRE or YOLO – where are you on your path to retirement?

|3 min

If you start planning and saving early enough, you might hope to have built up enough of a retirement fund to ditch the rat race and retire at 65. But what if you could retire in your 40s – or even your 30s? Or at least be in a strong enough financial position to switch things up and start working on something you’re more passionate about?

How to (almost) double your children’s inheritance, thanks to the Lifetime ISA

|4 min

The new Lifetime ISA has sparked a lot of interest, especially among younger people. It also provides an opportunity for the canny older investor looking to help the next generation now and minimise the amount of inheritance tax their estate pays one day.