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Tax-Friendly Savings

Make the best use of your savings, with Scottish Friendly's Tax-Friendly savings plan. Consisting of two accounts, it invests your maximum £25 a month tax-free savings allowance in a tax-free account while the rest of your monthly premium invests in a tax-paid account - that's tax-friendly because your money grows after we have paid the tax on it.

We've been helping people save since 1862 and helping people save tax-free for over thirty years.  The total funds under our management are over £600 million.  So you can be assured you're with the experts in tax-free saving.

Although past performance is not a guide to the future, Scottish Friendly has a long history of investment success.

 
OTHER PRODUCTS
 
 
A tax-friendly way to save as much as you want
TAX-FRIENDLY REGULAR SAVINGS PLAN
  • Invest your savings over 10 years
  • Save £25 tax-free - the remainder
    of your premium invests in a tax-paid account
  • No upper limit on what you can save - invest a minimum of £30 a month
  • Get a starter bonus based on the amount you invest
The tax-friendly way to invest every month
TAX-FRIENDLY UK SELECT INVESTMENT PLAN
  • Invest your savings over 10 years
  • Save £25 tax-free - the remainder
    of your premium invests in a tax-paid account
  • Choice of two funds - Scottish Friendly UK Tracker Fund or UK Growth Fund
  • No further tax to pay when your
    plan matures
Scottish Friendly
Scottish Friendly