The Nucleus General account

    Unlimited contributions and a wide range of assets

    The Nucleus General account allows your clients to make unlimited contributions and hold a range of assets in one account. So, for example, if your client has reached the limit on their Isas and still has money to invest, a Nucleus General account could be just what they need.

    The Nucleus General account – at a glance

    Payments can be made flexibly through single or regular payments.

    Regular payments can be increased, reduced, started or stopped at any time.

    We accept re-registrations and transfers from existing plans without charge.

    There’s no limit to how much may be invested or withdrawn.

    Withdrawals can be one off, regular or taken as natural income.

    Investments held in this account are subject to capital gains – our capital gains calculator will help with this.

    A to Z of tax year end

    The tax year end provides a great opportunity for you to review your clients’ portfolios and make sure they’re making the most of the tax-efficient investment options available to them. Click below to find lots of information on the key opportunities surrounding tax year end, including factsheets, videos and tools.

    Get in touch to learn more

    To find out more about our range of account wrappers and how we can support you deliver outstanding outcomes for your clients, fill in your details and we’ll be in touch.

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