The Nucleus Isa account

    A key part of your client’s financial holdings

    The Nucleus Isa account is a tax-efficient stocks and shares investment account. Subject to limits set by the government, the Isa allows your clients to invest without paying UK tax on income received from dividends or on any capital gains they might earn.

    The Nucleus Isa 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.
    Your clients can choose from over 6,000 assets.
    Withdrawals can be one off, regular or taken as natural income.
    You can set up a Bed and Isa so that money can be transferred easily from your client’s general account.

    The tax treatment of an investment or savings product depends on the individual circumstances of each client and may be subject to change in future.

    Past performance is not a reliable guide to future performance, nor a reliable indicator of future results or performance. The value of an investment can go down as well as up, and may be less than the amount(s) paid in.