Easy Save - Tax-Exempt Savings
Did you know you can
get a further tax break in addition to your ISA?
The Easy
Save tax exempt savings plan from Engage Mutual Assurance, allows you to save up to £25 a month or £270 a year
to build up a tax free lump sum.
A little today
could grow into a useful lump sum in the future
- special government tax exempt savings allowance available only from friendly societies
- easy to start saving – save between £15-25 a month for 10-25 years
- £20 worth of Marks & Spencer vouchers, plus an extra £10 when you start a plan online. Terms &Condition’s
apply.
- life cover included
- Engage guarantee to pay you back at least what you have paid in as explained below.
There are a few important things to bear in mind about the guarantee. You’ll get a guaranteed
minimum tax free lump sum as long as you’ve paid all the premiums due, the plan has reached the end of the premium payment
term and you cash your plan within 28 days after the end of the payment term.
It’s also important to be aware that if you close your plan outside of the guarantee period, you could get
back less than you paid in, and if you cash in before you pay 1 year’s premiums you won’t get anything at all.
Remember, the tax treatment of the plan could change in the future.
Engage
Mutual Assurance is a trading style of Homeowners Friendly Society Limited (HFSL) and its wholly owned subsidiaries. HFSL
is authorised and regulated by the Financial Services Authority (FSA).
