Scottish Friendly Bond
Tax free investments with Scottish Friendly…
You can save up to £25 a month; tax free, with a Scottish Friendly Bond. The Scottish Friendly Bond has been designed to help you make the most of your tax free allowance, so you can invest into a Scottish Friendly Bond even if you already have an ISA.
There is also the Scottish Friendly Child Bond - see below to learn more and apply:
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|Provider||Service||ISA Option||Minimum Investment||More Info|
|Scottish Friendly Child Bond||More Info >|
|Invest £25 a month with Scottish Friendly for a child under 16. Make regular tax-free investments for 10 years minimum to build a cash sum for the child's future|
|Shepherds Friendly University Savings Plan||More Info >|
|Save tax-exempt up to £2400 per year.|
|Shepherds Friendly Young Saver Plan||More Info >|
|Save tax-exempt up to £1200 per year.|
- Tax efficient - No capital gains tax or income tax and no tax on the payout when the bond matures
- Long term growth and security – your money is invested in the Scottish Friendly With Profits Fund, which invests in the stock market, Government and company bonds and cash.
- Life Cover included: If you die, your dependants will receive a cash sum to help them through a difficult time. The level of cover you receive when you take out your Scottish Bond depends on your age and may be subject to medical conditions.
You can apply online for a Scottish Friendly Bond - just click on the link at the top.
Important Risk Information:
This website contains information only and does not constitute advice or a personal recommendation in any way whatsoever. The value of investments and income from them can fall as well as rise and you may not get back the full amount invested. The tax efficiency of ISAs is based on current tax law and there is no guarantee that tax rules will stay the same in the future.
Different types of investment carry different levels of risk and may not be suitable for all investors. Please ensure that you read the Important Risk Information for further details. Prior to making any decision to invest, you should ensure that you are familiar with the risks associated with a particular investment and should read the product literature. If you are in any doubt as to the suitability of a particular investment, both in respect of its objectives and its risk profile, you should seek independent financial advice.