Make the most of your tax-free allowance
The National Friendly Investment ISA is a tax-efficient way to invest in stocks and shares – with less risk than playing the stock market on your own.
- Invest up to £10,200 this tax year.
- Invest regularly from £50 a month or make a lump sum deposit from £1,000.
- Easily transfer from an existing ISA.
- Invest without personal liability for income tax and capital gains tax (the only tax is paid by us).
- You’re investing in a diversified with-profits fund cautiously managed and reviewed daily by investment experts.
- Designed to provide tax-efficient returns over 5 years+.
- No notice period to withdraw money.
- Transparent charges.
Please bear in mind…
There are a few points to consider while you decide if the National Friendly Investment ISA is right for you including,
- You can only invest in one stocks and shares ISA each tax year.
- It’s available to UK residents aged 18+.
- The only tax due is paid by National Friendly on share dividend income within the fund.
- Your investment and any returns from it can go up or down and affects how much your investment is worth.
- To give your investment a reasonable opportunity for capital growth after the deduction of charges, you should keep your ISA for no less than 5 years and, ideally, at least 10. Growth is never guaranteed though and you could get back less than you invested.
- Inflation will reduce the future purchasing power of your investment.
- The tax treatment of ISAs may change in the future and any tax benefits could also depend on your individual circumstances.
Read our Investment ISA FAQs >
Apply now online