Call us on 0800 622 417

Tax Exempt Savings Plan

A tax free savings plan for your future

Our Tax Exempt Savings Plan can help you to provide a tax free cash sum for the future, whether it's putting something away for a special anniversary, the holiday of a lifetime or perhaps to help pay for a child's future university costs.

It's simple:

  • You can save £25 per month (£5.76 per week)
  • Invest for 10 years, with the option to extend
  • Plus the plan includes life cover

As the contributions are invested in a fund which holds assets including stocks and shares, the value of the plan may fall as well as rise and you may get back less than you have paid in.  Tax rules may change in the future and depend on individual circumstances.

Please read our in detail product information, which explains more about how the Tax Exempt Savings Plan works, it's benefits and risks.  Don't hesitate to get in touch if you have any questions.