An affordable and tax-efficient way to save regularly for the future
Our new Tax-Exempt Savings Plan (TESP) is a simple product that lets you put a little away every month over the long term. At the end of your chosen term you get a tax-free lump sum to spend on whatever you want.
You can save for yourself, or for children or grandchildren, and can use the proceeds to help fund a range of things – from holidays and university fees, or maybe just a nest egg for the future. It’s a great way to build up savings steadily over time.
You can take out a policy for yourself or as a gift for the future for a child or grandchild. Children’s policies cannot mature before the child’s 16th birthday, so their policy might need to run longer than 10 years.
Before applying online please read ‘Your Policy Explained’ in the downloadable document below which contains important information to help you decide if the policy is right for you.
Please note: To read or print a PDF file, you must have the Adobe Acrobat® Reader installed: Download Adobe AcrobatTax-Exempt Savings Plan
We can explain all the important detail and the options available. Call us on: 0333 014 6244.
8am to 6pm Monday to Friday excluding bank holidays. Calls are recorded for training and quality purposes.
Give us a call