Great deals on your large investments
Are you wondering how to invest your commutation or tax-free lump sum? Or do you have an inheritance looking for a good home? The Friendly Society can help.
At the moment, we are offering 101% investment for lump sums in excess of £25,000. This can be shared with your partner – you do not have to invest it all in one name.
To make the best possible use of your ISA allowance we can help you spread the investment over 2 or more tax years. The money you put into a With-Profit Bond can be re-invested in an ISA next spring including the bonus earned in the meantime – with no early surrender penalty (normal penalty would be 1% before the first anniversary).
In this way, you and your partner can tax shelter over £40,000 of your lump sum in the space of a few months. If you want to invest more, then it can be spread over a longer period.
At the moment, we are offering 101% investment for lump sums in excess of £25,000. This can be shared with your partner – you do not have to invest it all in one name.
To make the best possible use of your ISA allowance we can help you spread the investment over 2 or more tax years. The money you put into a With-Profit Bond can be re-invested in an ISA next spring including the bonus earned in the meantime – with no early surrender penalty (normal penalty would be 1% before the first anniversary).
In this way, you and your partner can tax shelter over £40,000 of your lump sum in the space of a few months. If you want to invest more, then it can be spread over a longer period.
Labels: Autumn2009
posted by The Friendly Society at
10:57
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