P266 CJEFAX 266 Mon 27 May 00:14/40 1/10 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 Tax status: free from income tax and capital gains tax. Min mum nvjstmjnt: £10 (large purchbsjs can bj for any amount). Maximum investment: £10,000, plus up to £20,000 if reinvesting matured c tificate . Source: National Savings Cri itCard Monjyfile TaxGuidj AnnuitiesP266 CJJFAX 266 Mon 27 May 00:13/21 2/10 NATIONAL SAVINGS £££££££££ ££££££££ ££££££££££££ £ £ ££ 43rd Issue Savings Certificates Rate of return: 5.35% a year compound, gu ant whj h l for five years (Genital Extension Rate for matured certificates currently 3.51%). Tax 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 CriditCard Monjyfili TaxGuidj AnnuitiesP266 CJEFAX 266 Mon 27 May 00:45/38 ] 3/10 O NATIONAL SAVINGS O Children's Bonus Bonds Issue H Rate of return: 6.75I a year compound, guaranteed when held for five years. Further guaranteed returns notified before each following 5th anniversary. (No more returns after holder is 21). Tax status: free from income tax and capital gains tax. Minimum investment: £25 (then in units of £25)^ Maximum investment: £1,000 (in addition to holdings of any earlier issues*. Source: National Savings CriditCard Monjyfili TaxGuidj AnnuitiesP266 CEJFAX 266 Mon 27 May 00:14/28 4/10 O NATIONAL SAVINGS OIO 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 annually. Tax status: Basic rate tax is deducted at source. Minimum investment: £1,000 (largjt purchases can bj for any amount). Maximum investment: £250,000 (sole or joint). Source: National Savings CreditCard Monjyfile TaxGuidj AnnuitiesP266 CJEFAX 266 Mon 27 May 00:32/33 5/10 NATIONAL SAVINGS O Income Bonds Rate of return: Under £25,000, 6.25) a gross. Rbtes are variable. Interest pbid monthly. Tbx status: taxabl but credited in eull without deduction at source. Minimum investment: C2,000 (£1,000 for further purchases*. Maximum investment: £250,000 (sole or joint). For individuals; two people jointly; trustees for one or two people. Source: National Savings CreditCarh Monjyfili TbxGuidj AnnuitiesP266 CEEFAX 266 Mon 27 May 00:22/26 WT 6/10 NATIONAL SAVINGS OO £££££££££££££££££££££££££££££ Pensjonjts 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 (largjt purchases can bj for any amount). Maximum investment: £50,000 or £100,000 joint. (In addition to holdings in Series 1)^ For rhos a j 6 d ov and t u t for one or two individuals ovjt 60. Source: National Savings CreditCard Monjyfile TaxGuide AnnuitiesP266 CEEFAX 266 Mon 27 May 00:42/13 7/10 NATIONAL SAVINGS Capital Bonds Series J Rate of return: 6.65% gross a year compound, gu ranteid when held for five years. Tbx status: taxable but credited in full without deduction at source. Minimum investment: £100 (largjt purchases can bj for any amount). Maximum investment: £250,000 - applies to total holdings from Series B onwards For individuals; two people jointly; Source: National Savings CreditCard Monjyfili TaxGuidj AnnuitiesP266 CJJFAX 266 Mon 27 May 00:44/31 8/10 NATIONAL SAVINGS £££££££££££££££££££££££ Investment Account Rate of return: Under £500, 5.00% a year gross. Over £500, 5.50% a year os . Ov £ 5 00 a jar, .75 a year gross. Rates variable. Tax status: taxable but credit d 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 CriditCard Monjyfili TaxGuidj AnnuitiesP266 CJJFAX 266 Mon 27 May 00:48/42 9/10 NATIONAL SAVINGS O Ordinary Account Rate of return: Standard rate 1.75% a year. Higher rate 2.75%. 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 jvjty 31 December. Source: National Savings CriditCard Monjyfile TaxGuidj AnnuitiesP266 CJJFAX 266 Mon 27 May 00:47/23 10/10 NATIONAL SAVINGS Premium Bonds Rate 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 ovjt 16. For those under 16, parents, guardians or grandparents may purchase bonds. Ovjt 350,000 prizes each month. Top monthly prize of £1m. Bonds eligible for prize draws one clear month after purchase. Source: National Savings CriditCard Monjyfile TaxGuidj Annuities