If you are a Shepherds Friendly customer or would like to know more about our products, please visit shepherdsfriendly.co.uk
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Key features of the Shepherds Friendly
Our Bonus Plan is a tax-exempt savings plan that allows your clients to save tax-efficiently for their long-term future, regardless of whether they’ve used their annual ISA allowance or not. The sum invested will be free from income tax and capital gains tax, and when the plan matures the sum they receive will be tax-free. The plan lasts for a minimum of 10 years, with the aim of achieving an increase in the value of the sum invested through adding annual bonuses. A further benefit is should your client die during their policy term, their family will receive a guaranteed tax-free lump sum
IMPORTANT THINGS TO CONSIDER
To get a Shepherds Friendly Bonus Plan quote please call us on 0161 495 6495 or apply online today.