Scottish Friendly UK Select
Scottish Friendly’s UK Select Investment Plan is a 10 year investment for anyone aged between 16 and
64 which is designed to help you take full advantage of your tax-free savings allowance.
You are entitled to invest up to £25 a month free of income and capital gains tax with a friendly society.
Your savings and investments are tax-free when you maintain the Plan for more than 10 years. Under current law, tax-free means
free of income and capital gains tax except for tax on dividends from UK shares - just like an ISA. Like any tax break it
depends on individual circumstances and can change in the future.
Invest
for your future with the Scottish Friendly UK Select Investment Plan and it could mount up over the years. However, you must
remember that as with all stock market investments the value of your investment may fall as well as rise and you might not
get back as much as you have paid in.
Plus get a FREE £25
gift voucher when you have paid a minimum of 4 monthly instalments into your plan.
Scottish Friendly Scottish Bond
Did you know that the Government lets you invest £25 per month tax-free with a friendly society such
as Scottish Friendly, even if you already have an ISA? If you’re a UK resident aged between 16 and 55 you can put some
money away for a rainy day without paying tax via Scottish Friendly’s Scottish Bond.
This little known break applies to everyone in the UK. With Scottish Bond you don’t pay tax on the growth
of your money (other than tax on dividends from UK shares). And there’s no tax to pay when your Scottish Bond ends after
10 years. Please note that tax treatment depends on your individual circumstances and tax regulation is subject to future
change. If you stop your Scottish Bond within the first 2 years, you get nothing back. After the first 2 years, the payout
may be lower than the amount you’ve paid in.
Start investing
today and you'll a FREE £25 gift voucher when you have paid a minimum of 2 monthly instalments into your plan.
