No matter what stage of life you are at, creating savings and investing them wisely is vitally important to achieve your goals.
We can help you explore:
- Tax-exempt savings: Friendly societies offer a unique type of tax-exempt savings plan, which allows you to invest regular amounts into a tax-efficient fund on which little or no tax is payable. You can have one of these as well as an ISA.
- ISAs: Changes announced in a previous Budget have boosted ISA options and you can make greater use of tax-efficient savings as a result.
- Other investments: investments, inheritances, education funding, house deposits, retirement, etc. Whether you’re making your first investment, or you already have existing investments, we can help you achieve the most from your savings. We’ll take into account your personal circumstances and work with you to ensure your money is invested in the right places.
