Tax Exempt Savings Plan

Save regularly and tax-free for your future with a long-term plan that provides a guaranteed return

Tax Exempt Savings Plan

Plan for future peace of mind with tax-free savings

Our Tax Exempt Savings Plan is a great way to put aside an affordable monthly amount and reach your savings goal, tax-free. You can have a Tax Exempt Savings Plan in addition to a NISA which means you can make even more of your tax-free savings allowance.

  • Monthly contributions are £25 and you can decide how long you wish to save for, between 10 and 25 years.
  • Only a Friendly Society can give you this additional tax free investment which can be held alongside your annual ISA savings allowance.

£30 M&S Gift Card when you apply online

MS 30 Gift Card 200x150Take out a Tax Exempt Savings Plan online & we will send you a £30 M&S Gift Card once 3 months’ contributions have been received.

See full Terms & Conditions >



The Tax Exempt Savings Plan is available to all UK residents aged between 16 and 80 years old and is suitable as a long-term regular savings plan.

Access to Foresters Extras - available at no additional cost - including discretionary grants to help you to cover the cost of things like higher education and healthcare costs. Member benefits are not regulated by the Financial Conduct Authority or Prudential Regulation Authority.

Tax Exempt Savings Plan - In detail >>

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