Save & Invest
ISA
Are you looking to benefit from tax efficient savings? Our ISA allows your money to grow free from Income or Capital Gains Tax and there's no need to declare your ISA on your tax return.
- Invest up to £10,200 in any one tax year
- Save on a monthly basis or invest a lump sum
- Access to your money when you want
- Transfer all, or part, of an existing ISA into our ISA - it's easy
Tax Exempt Savings Plan
Do you want to maximise your savings even further through a tax efficient policy only offered by Friendly Societies? Our Tax Exempt Savings Plan pays a cash lump sum, free of Income and Capital Gains Tax, at the end of your chosen term.
- Save £25 a month
- Choose when you receive your cash payment
- You can open a Tax Exempt Savings Plan in addition to an ISA or Bond
- Guaranteed cash payment on maturity
Bond
Are you looking to maximise your long-term savings? Our Bond offers a lump sum investment opportunity with the potential for long-term growth free of any Income or Capital Gains Tax liabilities.
- Invest a lump sum of between £1,000 and £50,000
- No basic or starting rate Income Tax or Capital Gains Tax to pay
- Option to make withdrawals as a one-off or on a regular basis
- Potential for long-term investment growth over 5 years or more
