If you hold an ISA or Lifetime ISA with us you'll find you have an additional box marked ‘Your ISA' on the left hand panel on the main portfolio dashboard page (this is the page that loads just after you log in). Within this box you'll notice a link called ‘View ISA allowance':
The ISA allowance page will allow you to review and amend your ISA allowance.
Your ISA limit
The allowance for this tax year is £20,000, if you have paid, or plan to pay into a cash ISA with someone else, then it is worth considering setting your limit. You may want to check this limit is up-to-date. If your circumstances have changed, you will be able to adjust your Nutmeg ISA allowance accordingly. You can pay into one cash ISA, one stocks & shares ISA, and one Lifetime ISA, in any combination, as long as you don’t exceed the £20,000 limit. The maximum Lifetime ISA allowance is currently £4,000.00 each tax year. Nutmeg currently offers the stocks and shares ISA and Lifetime ISA.
If you hold an ISA only, your ISA Allowance tab will look as follows:
If you hold both a stocks and shares ISA and a Lifetime ISA, your ISA Allowance tab will look as follows:
You are now able to set customised allowances for this tax year and next tax year.
If you want to see your historical allowances or how much you have paid in your Nutmeg account in previous years, please refer to the top right section of the page.