Tax exempt savings
Friendly societies offer a unique type of tax-exempt savings plan, which allows you to invest regular amounts into a tax-efficient fund on which little or no tax is payable. You can have one of these as well as an ISA. Call us to find out more.
Recent changes announced in the Budget have boosted ISA options and you can make greater use of tax-efficient savings as a result. We can help you choose the right one for you.
Whether you're making your first investment or you already have existing investments, we can help you achieve the most from your savings. We will take into account your personal circumstances and work with you to ensure your money is invested in the right places.
Contact us today to see how we can help.