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Money > Investing

Forces Financial and Scottish Friendly have teamed up to bring you a great range of tax-free savings products.

Child Trust Fund

Invest your child's FREE Ł250 voucher! Applicable to the birth of a child after 01/09/2002
Long term investment for your child, maturing at age 18
The money will grow free of Income or Capital Gains Tax
Friends and family can top-up the Fund too

Child Bond

SAVE Tax-Free for your child
SAVE Ł10 to Ł25 a month to build a cash sum for any child
Invest for long-term growth over 10 years or more
SAVE Tax-Free - no Income Tax or Capital Gains Tax to pay*

Scottish Bond

Make your money grow with Tax-Free savings
Invest your savings over 10 years
SAVE Tax-Free - no income tax or capital gains tax to pay*
SAVE £15 to £25 a month

Scottish Friendly has roots stretching back to 1862. Today they are one of the UK’s leading friendly societies with funds under management of almost Ł830 million (as at 31 December 2007).

*under current legislation (August 2009)

Without proper planning many of us will be leaving a substantial legacy to the Chancellor.
Don't volunteer to pay the BIG tax - speak to one of our friendly adviser’s to see how we can help you.

Writing a Will is one of those things you know you should do, but 8 out of 10 UK adults have not got round to it yet.

Without a will consider if you would be happy with a state of affairs whereby after your death:

Your spouse receives only a fraction of your assets
Children or grandchildren receive assets on terms you may not like
No guardians have been appointed for your children and who looks after them is decided by the courts
Non-blood relatives, friends, cohabiting partners are completely excluded
Tax liabilities and administration expenses are increased
If your spouse has to go into care, your assets can be seized to pay the bill

With help from our friends at Ingram's Solicitors, you can save on both the cost and time involved in producing a Will.

Just Ł350 for a purchase or sale
Just Ł275 for a re-mortgage
We have negotiated with our solicitor partner to include a FREE WILL for Forces Financial customers using our Conveyancing service.

Forces Financial is a trading name of Harmans Ltd. Registered Office: Globe House, 24 Turret Lane, Ipswich, Suffolk IP4 1DL. Registered in England Number 04229567. Harmans Ltd is authorised and regulated by the Financial Services Authority. Registration Number. 221363

This can be checked on the FSA register: http://www.fsa.gov.uk/register