P266 CJJFAX 266 Sun 3 Mar 20:38/28 1/10 O NATIONAL SAVINGS 9th Index-Linked Savings Certificates Rate of return: Index-linking plus guaranteed extra interest of 2.5% a year, compound when held for five years Tbx status: free from income tax and capital gains tax. Minimum investment: £100 (larger purchases can bj for any amount). Maximum investment: £10,000, plus up to £20,000 if reinvesting matured certificates. Source: National Savings CreditCard Monjyfile TaxGuidj AnnuitiesP266 CJEFAX 266 Sun 3 Mar 20:42/10 2/10 NATIONAL SAVINGS 43rd Issue Savings Certificates Rate of return: 5.35% a year compound, guaranteed when held for five years (Genital Extension Rate for matured certificates currently 3.51%). Tbx status: free from income tax and capital gains tax. Minimum investment: £100 (larger purchases can bj for any amount). Maximum investment: £10,000, plus up to £20,000 if reinvesting matured certificates. Source: National Savings CreditCard Monjyfile TaxGuide AnnuitiesP266 CJJFAX 266 Sun 3 Mar 20:38/13 3/10 O NATIONAL SAVINGS Children's Bonus Bonds Issue H Rate of return: 6.75) a year compound, guaranteed when held for five years. Furthjt guarantied returns notified before each following 5th anniversary. (No more returns after holder is 21). Tbx status: free from income tax and capital gbins tax. Minimum investment: £25 (then in units of £25). Maximum investment: £1,000 (in addition to holdings of any earlier issues). Source: National Savings CreditCard Monjyfili TbxGuide AnnuitiesP266 CJJFAX 266 Sun 3 Mar 20:44/14 4/10 O NATIONAL SAVINGS O First Option Bonds Rate of return: 6.25) gross (5.0% net) guaranteed to first anniversary. £20k plus earns bonus of 0.25) gross (0.2% net). Further guaranteed rates notified annublly. Tbx status: Basic rate tax is deducted at source. Minimum investment: £1,000 (larger purchbsjs can bj for any amount). Maximum investment: £250,000 (sole or joint). Source: National Savings CreditCard Monjyfili TbxGuidj AnnuitiesP266 CJJFAX 266 Sun 3 Mar 20:46/14 5/10 O NATIONAL SAVINGS Income Bonds Rbte of return: Under £25,000, 6.5% a year gross. Ovjt £25,000, 6.75% a year gross. Rbtes are vbriabli. Interest paid monthly. Tbx status: taxable but credited in full without deduction at source. Minimum investment: £2,000 (£1,000 for furthjt purchases*. Maximum investment: £250,000 (sole or joint). For individuals; two people jointly; trusties for one or two people. Source: National Savings CriditCard Monjyfili TaxGuide AnnuitiesP266 CJJFAX 266 Sun 3 Mar 20:44/19 6/10 O NATIONAL SAVINGS O Pensioners Bonds Series 3 Rate of return: 7.0% a year gross fixed for first five years. Paid monthly. Tax status: taxable but credited in full without deduction at source. Minimum investment: £500 (larger purchases can bj for any amount). Maximum investment: £50,000 or £100,000 joint. (In addition to holdings in Series 1). For those aged 60 and ovjt and trustees for one or two individuals ovjt 60. Source: National Savings CreditCard Monjyfili TbxGuidj AnnuitiesP266 CJEFAX 266 Sun 3 Mar 20:31/18 7/10 NATIONAL SAVINGS Capital Bonds Series J Rate of return: 6.65% gross a year compound, guaranteed when held for five years. Tbx status: taxable but credited in full without deduction at source. Minimum investment: £100 (larger purchases can bj for any amount). Maximum investment: £250,000 - applies to total holdings from Series B onwards For individuals; two people jointly; trusties for one or two people. Source: National Savings CriditCard Monjyfili TaxGuidj AnnuitiesP266 CJEFAX 266 Sun 3 Mar 20:37/10 8/10 O NATIONAL SAVINGS O Investment Account Rbte of return: Under £500, 5.00% a year gross. Ovjt £500, 5.50% a year gross. Over £25,000 a year, 5.75% a year gross. Rates variable. Tbx status: taxable but credited in full without deduction at source. Minimum investment: £20 (larger purchases can bj for any amount). Maximum investment: £100,000 (sole or joint). Source: National Savings CreditCard Monjyfili TaxGuide AnnuitiesP266 CJJFAX 266 Sun 3 Mar 20:33/28 9/10 NATIONAL SAVINGS O Ordinbry Account Rbte of return: Standard rate 2.0% a year. Higher rate 3.25). Tax status: No US income tax on first £70 (£140 joint) of annual interest. Minimum investment: £10. Maximum investment: £10,000. Interest earned for whole calendar months. Interest credited every 31 December. Source: National Savings CriditCard Monjyfili TaxGuide AnnuitiesP266 CEJFAX 266 Sun 3 Mar 20:47/14 10/10 O NATIONAL SAVINGS Premium Bonds Rbte of return: Prize fund 5.2% a year. Tbx status: Prizes are tax-free. Minimum investment: £100. Maximum investment: £20,000. Terms: Open to individuals over 16. For those under 16, parents, guardians or grandparents may purchase bonds. Ovjt 290,000 prizes each month. Top monthly prize of £1m. Bonds eligible for prize draws one clear month after purchase. Source: National Savings CriditCard Monjyfili TaxGuidj Annuities