• Products
    • Stocks and shares ISA
    • Open a Nutmeg ISA
    • What is an ISA?
    • Transfer an ISA to Nutmeg
    • ISA Benefits
    • ISA Calculator
    • Stocks and shares Lifetime ISA
    • Open a Lifetime ISA
    • What is a Lifetime ISA?
    • Lifetime ISA FAQ
    • Lifetime ISA vs Help to Buy
    • Lifetime ISA buying a house
    • Pensions
    • Open a Nutmeg Pension
    • What is a Pension?
    • Transferring a Pension to Nutmeg
    • Pension Drawdown
    • Pension FAQ
    • Pension Calculator
    • Stocks and shares Junior ISA
    • Open a Junior ISA
    • What is a Junior ISA?
    • General investing account
    • Open a General Investment Account
  • Investment styles
    • How we invest
    • Fixed Allocation Portfolios
    • Fully Managed Portfolios
    • Socially Responsible Portfolios
    • Smart Alpha Portfolios
    • Our Fees
  • Services
    • Wealth Services
    • Financial advice and planning
    • Meet the team
    • Book a call
  • Tools and guides
    • Tools
    • Self Employed Tax Calculator
    • Compound Returns Calculator
    • ISA Calculator
    • Pension Calculator
    • Capital Gains Tax Calculator
    • Financial Advice (Speak to an Expert)
    • Guides
    • New to investing
    • Wills, Life insurance and Mortgages
    • Investment Jargon Busting
    • A guide to ETFs
    • How to transfer an ISA
    • Nutmeg Nuggets
    • Guide to ethical investing
    • FAQs
  • About us
    • Why choose Nutmeg?
    • Track Record
    • The Nutmeg Story
    • Company and team
    • Executive Team
    • Investment Team
    • Careers at Nutmeg
  • Nutmegonomics
    • Savings
    • Is a LISA a good deal for London home buyers?
    • Is a cash ISA right for you?
    • 9 Things to know about ISA transfers
    • Are low interest rates hurting your finances?
    • Retirement
    • How to retire at 55
    • The different types of UK pensions explained
    • Best options for your self-employed pension
    • How to trace, consolidate and transfer your pensions
    • Investing
    • What are share dividends?
    • The six principles of investing
    • What is pound cost averaging?
    • What does gating mean?
    • All articles
  • Help
    • Contact us
    • Support
Log In Sign up
  • Topics:
  • Investing
  • The Economy
  • Inside Nutmeg
  • Savings
  • Life
  • Retirement
  • Engineering
  • Brexit
  • Topics:
  • Investing
  • The Economy
  • Inside Nutmeg
  • Savings
  • Life
  • Retirement
  • Engineering
  • Brexit
Lisa Caplan

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.

Taking the freelance plunge? How to plan for your future

Abel is a research project manager. And he, like 4.8 million people in the UK, has read more...

The best options for your self-employed pension

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

5 effective financial habits to adopt 

We’re all saving for something. Whether it’s a first home or that much needed read more...

Introducing a new planning service alongside our comprehensive financial advice

We launched our personal financial advice pilot in November last year because it was read more...

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

If you start planning and saving early enough, you might hope to have built up enough of read more...

Budget 2018: live updates from the Nutmeg team

Welcome to Nutmeg's live coverage of the Budget 2018, revealed by the Chancellor on read more...

MiFID II and you: what is it and what does it mean?

MiFID II stands for Markets in Financial Instruments Directive II, and it’s a European read more...

The Lifetime ISA: Nutmeg invests your bonus from the start

The 25% government bonus for Lifetime ISA (LISA) customers was an attractive hook, but read more...

Should you transfer your ISA?

Thinking about transferring your ISA this year? You're not alone. Our research shows that read more...

Will the Lifetime ISA help millennials save?

Not enough people in the UK are on track with saving for their first home and retirement. read more...

What is the Lifetime ISA?

The Lifetime ISA is an initiative launched by the government to encourage those aged read more...

What’s the ideal age to retire?

Whether you've always liked the idea of a long retirement or would like to stay working read more...
  • Prev
  • 1
  • 2
  • 3
  • Next
  • Popular
  • Videos

Six tips to make the most of your tax allowances

The 2022/23 tax year ends on Wednesday 5th April, and with it, your annual allowances,...

Five reasons to transfer your ISA

Transferring or consolidating your ISAs could give you a clearer picture of your wealth,...

Top ten ISA myths busted

We’ve lifted the lid on Individual Savings Accounts (ISAs) to help you make the most of...

What is a good pension pot at 55?

To retire reasonably comfortably at 55, a couple in the UK are going to need a pension...

 

As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest. Learn more »


  • Support
  • FAQs
  • Nutmegonomics
  • Tools and calculators
  • Sitemap
  • Press and awards
  • Privacy policy
  • Site terms
  • Terms and conditions
  • Regulatory
  • Partnerships
  • Careers
  • Cookie Preferences
  • Customer support
    020 3598 1515
  • Office
    020 3598 1717
  • Press enquries
    07788 251 769
  • Address
    Nutmeg
    2nd floor - Vox Studios
    1-45 Durham Street
    London SE11 5JH
  • support@nutmeg.com

Copyright © 2023 Nutmeg Saving and Investment Limited. Nutmeg® is a registered trade mark of Nutmeg Saving and Investment Limited, authorised and regulated by the Financial Conduct Authority, no. 552016, registered in England and Wales, no. 07503666, with a registered office at 25 Bank Street, Canary Wharf, London E14 5JP. Smart Alpha is a trade mark of Schroders plc and is used under licence.

6807