Our leading tax efficient products could help you get the most out of your money
Are your savings as tax efficient as they could be? If they’re not, you’re in the right place to start squeezing more out of your hard-earned money. Our tax efficient products make it easy for you to take advantage of tax breaks.
Invest in one of our index-tracking ISAs and take advantage of the tax allowance you’re entitled to.
Maximise your tax allowance. The total amount you can invest in an ISA is £7,200, of which up to £3,600 can go into a cash ISA.
And this year new ISA rules allow you to transfer your previous years’ cash ISAs, to a stocks and shares ISA – without losing your current tax year’s ISA allowance.
Give your retirement a real boost with our stakeholder pension and get 20% instant tax relief. For every £100 you invest in your pension, the taxman adds £25. In other words, you only pay 80% of the £125 that gets invested in your fund.
With ISAs and pensions, the value of your investment may fall as well as rise. The way the government treats tax on ISAs and pensions may change in the future and the value of the tax advantage will depend on your individual circumstances.
Please note your existing provider may charge you a fee for an ISA transfer. And, unlike a bank or building society cash ISA, any money invested in a stocks and shares ISA is not guaranteed.
Use your ISA Allowance
