Childs Tax Exempt
| Overview | Key Facts | Key Features | How To Apply | Info Request |
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This is a regular savings plan designed to provide a tax-efficient lump sum for your child at the end of a fixed term. You can choose any term between 10 and 25 years. Save up to £25 a month for each child 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 the child were to die at any time during the savings term.
Who is the policy for?
Any child who will be aged 16 or over when the policy matures.
1. The Financial Services Authority (FSA)
The FSA is the independent watchdog that regulates financial services. It requires us to give you our services and costs disclosure document. Use this information to decide if our services are right for you. You can download the latest version of the document from our downloads page.
You can obtain a printable version of this page in  pdf format from downloads
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 & Conditions PDFDownload Guide to 'With Profits' Business
You can apply in any of the following ways:
Please enter your details below, then click on the "Submit Details" button. Your Details
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