Save & Invest
ISA
Save tax efficiently with our stocks and shares ISA
An Individual Savings Account (ISA) allows your money to grow - without having to pay income and Capital Gains Tax on any returns you gain.
Our ISA is a stocks and shares ISA, and is designed for
investors who want the potential
to maximise the returns on their ISA savings. You can invest up to
£10,680 in any one
tax year, and save on a monthly basis or invest a lump sum - it's
up to you. You also
have the flexibility to access the money in your ISA account when
you want.
Please remember that tax rules may change and depend on
individual circumstances.
You should also be aware that you may not get back the amount of
your original investment.
Guaranteed Savings Plan
A simple, affordable way to save for your future
Suitable as a mid to long term savings plan and available to
anyone over the age of 16,
you could use our Guaranteed Savings Plan to save to help put your
child through
university, for a special wedding anniversay or a holiday of a
lifetime - whatever you choose.
This plan guarantees to pay out at least the amount you have
saved at maturity and offers
in-built growth above and beyond what you save for plans with
contributions of £26 a month
Tax rules may change and are subject to individual
circumstances.
Inflation will reduce what can be bought in the future with any
payment from this product.
The addition of bonuses is not guaranteed.
Tax Exempt Savings Plan
A guaranteed cash lump sum without having to pay tax
Save from just £15 a month and you can look forward to a
guaranteed cash lump sum
at the end of your chosen term. By not having to pay Income or
Capital Gains Tax, you'll
be maximising your savings.
You'll receive a guaranteed minimum cash amount, subject to all
monthly premiums
being paid over your term. Only a friendly society like
Foresters Friendly Society
can give you these tax advantages through this type of regular
premium savings account.
Please remember that tax rules may change and depend on individual circumstances.
Bond
Invest a one-off lump sum for potential long-term growth
Our investment Bond helps you maximise your savings over the long term, with the potential to grow your money. It could be a good accompaniment to our ISA account or Tax Exempt Savings Plan.
Invest one lump sum (between £1,000 and £50,000) and you don't
have to pay Basic Rate Income
or Capital Gains Tax on your investment returns. Our savings
Bond is flexible, so there's
the option to make withdrawals on a one-off or regular basis.
Please remember that you may not get back the amount of your
original investment
and that tax rules may change and depend on individual
circumstances.
