Apply for a Child Tax Exempt Savings Plan

The Foresters Friendly Society Child Tax Exempt Savings Plan is only available to UK residents under 16 years of age and contributions must be paid from a UK bank account.

The child cannot hold a Friendly Society Tax Exempt Savings Plan with combined contributions (including that of this policy) in excess of £25 per month.

What will I need to apply?

• UK bank account name, number and sort code
• The child's details (under 16 years of age)
• Parent/Guardian contact details (if you are not the parent or guardian you must also confirm that you have their consent to set up the savings plan).

Please remember that we do not offer financial advice. If you would like to speak to an Independent Financial Advisor regarding the suitability of the Child Tax Exempt Savings Plan please do, however they may charge for their advice.

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