Tax-free savings
Forces Financial and Scottish Friendly have teamed up to bring you a great range of tax-free savings products.
Child Trust Fund
- Invest your child's FREE £250 voucher! Applicable to the birth of a child after 01/09/2002
- Long term investment for your child, maturing at age 18
- The money will grow free of Income or Capital Gains Tax
- Friends and family can top-up the Fund too
Child Bond
- SAVE Tax-Free for your child
- SAVE £10 to £25 a month to build a cash sum for any child
- Invest for long-term growth over 10 years or more
- SAVE Tax-Free - no Income Tax or Capital Gains Tax to pay*
Scottish Bond
- Make your money grow with Tax-Free savings
- Invest your savings over 10 years
- SAVE Tax-Free - no income tax or capital gains tax to pay*
- SAVE £15 to £25 a month
Find out more, click here.
Scottish Friendly has roots stretching back to 1862. Today they are one of the UK�s leading friendly societies with funds under management of almost £830 million (as at 31 December 2007).
* under current legislation (August 2009)
Inheritance tax
Without proper planning many of us will be leaving a substantial legacy to the Chancellor.
Don't volunteer to pay the BIG tax - speak to one of our friendly adviser�s to see how we can help you.
Call: 00 800 00 01 02 03
Wills
Writing a Will is one of those things you know you should do, but 8 out of 10 UK adults have not got round to it yet.
Without a will consider if you would be happy with a state of affairs whereby after your death:
- Your spouse receives only a fraction of your assets
- Children or grandchildren receive assets on terms you may not like
- No guardians have been appointed for your children and who looks after them is decided by the courts
- Non-blood relatives, friends, cohabiting partners are completely excluded
- Tax liabilities and administration expenses are increased
- If your spouse has to go into care, your assets can be seized to pay the bill
With help from our friends at Ingram's Solicitors, you can save on both the cost and time involved in producing a Will.
Make a will today click here.