Savings and Investments
Future planning made easier
What you need to know
- Interest is calculated daily and paid after tax deductions
- All returns are subject to Deposit Interest Retention Tax (DIRT). Under current legislation the effective DIRT is 37%.
- If you cancel your subscription to either the ufirst Private or Private Current Account, then we may close your account and transfer the balance to an Easy Access Account.
Gross: interest rate paid before the deduction of tax. Annual Equivalent Rate (AER): What the interest rate would be if paid and compounded each year.
We can help you design an appropriate investment strategy - whether it's for building your investment portfolio or funding your children's education.
We specialise in providing tax efficient solutions to both pension planning and exit strategies on retirement for business owners.
Our Specialist Advice Managers will help you get to grips with your financial goals and show you how you can go about making them a reality.
We will work closely with you to understand your family’s estate planning needs as well as protecting you and your business or ensuring it’s survival in the event of a key person passing away.
These services are available to CoxCrest Bank Private Banking customers only.