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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.

Tax Free Saving Exclusive!

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£75 M&S Gift Card when you apply online

Take out a Tax Exempt Savings Plan online by 5th April 2019 & we will send you a £75 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.

Tax Exempt Savings Plan - In detail >>

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