The Kingston Unity Tax Exempt Savings Plan

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The Kingston Unity Tax Exempt Savings Plan is an easy way to save for the future, by putting aside a small amount every month. Our Tax Exempt Savings Plan runs for a minimum of 10 years (the length of the plan is fixed from the start) and in that time you can save up to £25 per month (or £270 per year if paid yearly) – providing an opportunity to put aside extra savings for something special or just for the future.

The Kingston Unity Tax Exempt Savings Plan provides a guaranteed minimum tax free lump sum (the sum assured) which will be paid to you at maturity, provided you have paid all the premiums due. You should remember that if you close your Plan early, you could get back less than you have paid in.

In addition to the guaranteed lump sum every Tax Exempt Savings Plan may be boosted each year by a bonus which once added cannot be taken away, provided the Plan is taken to maturity. You may also get a ‘terminal’ bonus when the Plan matures. Both of these bonuses are tax free under current legislation.

Please download and read our Tax Exempt Savings Plan Information Pack which includes our Key Features, an illustration of the product, a full Product Guide and also includes our Client Agreement and our Services & Costs Disclosure document which details important information about our services and costs.

 

You can also take out a Kingston Unity Tax Exempt Savings Plan for a child - perhaps to pay out on their 18th or 21st birthday. Contact us on 0113 2457131 or email enquiries@kingstonunity.co.uk for further details.