Adults Tax Exempt
| Overview | Key Features | How To Apply | Info Request |
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This is a regular savings plan designed to provide you with a tax-efficient lump sum at the end of a fixed term. You can choose any term between 10 and 25 years. Save up to £25 a month tax efficiently
Under current regulations you can invest up to £25 a month tax efficiently and sums in excess of this amount are invested in our standard fund.
How it works
As a traditional with-profits plan, regular bonuses may be added to the sum assured throughout the selected term. Once these bonuses have been added they cannot be taken away as long as you continue to pay throughout the selected term.
Life cover is included
The policy also provides a minimum amount of life assurance as standard. This would pay a lump sum if you were to die at any time during the savings term.
Who is the policy for?
Anyone aged between 17 next birthday and 65 next birthday can take out a Adult Tax Exempt policy.
You can download the full key features for this product, the terms and conditions and the guide to how we manage our 'With Profits' business, from the links below:
 Download Key Features PDFDownload Terms and Conditions PDFDownload Guide to 'With Profits' Business
You can apply in any of the following ways:
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