The 10-Year Tax Exempt Savings Plan
Apply OnlineOur Tax Exempt Savings Plan could be one of the best kept financial secrets in Britain! But anyone age 65 or under can have one!
The KUFS Tax Exempt Savings Plan is an easy to way to save for the future, by putting aside a small amount every month. It could be part of a retirement plan, or help pay the sort of costs life can sometimes bring – from a child’s educational fees, to a trip round the world.
Kingston Unity’s Tax Exempt Savings Plan runs for at least ten years, and in that time you can pay in up to £25 per month – providing an unbeatable opportunity to put aside extra savings for any eligible member of your family.
If you want to set up a Tax Exempt Savings Plan for a child, these policies can be arranged to mature on their 18th or 21st birthday, giving them a lump sum, and a nice birthday treat!
Every Tax Exempt Savings Plan is boosted each year by a bonus which once added cannot be taken away. You may also get a ‘terminal’ bonus when the Plan matures. Both of these bonuses are completely tax free, making the Tax Exempt Savings Plan a highly tax efficient product.
Our most popular ten year savings plan by a long way, the Tax Exempt Savings Plan has another dimension too. It’s a Life Assurance product – technically speaking, an endowment, that provides financial protection from day one, in the event of the unexpected.