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Shrewd Savings Plan ISA

Plant your money in the right place for the long term

Long-term growth potential

Our Shrewd Savings Plan ISA is a stocks and shares ISA that invests in our With-Profits Fund.

This means that your money is invested in a tax-efficient environment within our With-Profits Fund, which aims to achieve long-term growth. Ideally, your money should be invested for a minimum of five years. Plus, any money you take out of your plan is paid without any further personal liability to taxation.

  • Money invested in tax-efficient environment
  • Offers the potential for longer term growth
  • Any gains made from the investment are free of UK Income Tax and Capital Gains Tax

Full details can be found in the Shrewd Savings Plan ISA Key Features [PDF: 181KB] document. Please make sure you read and understand it before you decide to proceed with any purchase.

NFU Mutual Financial Advisers can guide you through the things you need to consider when investing your money.