Blink, and you'll miss this tax shelter

Article Abstract:

United Kingdom single company personal equity plans (Peps) have not been as popular as general Peps due to the risk involved in investing in one company. Single company Peps also involve more administration and have stricter regulations. Investors can still use these Peps as a tax shelter for 3,000 pounds worth of investments in addition to the 6,000 pounds allowance for general Peps. The Individual Savings Account (Isa) will replace Peps in April 1999, and this additional allowance will disappear.

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What to invest in

Article Abstract:

Risks from investments tend to rise when promised returns are higher, and this should be borne in mind by investors using personal equity plans (Peps). UK stock prices can fall as well as rise, with a 39% drop in 1972, and a 99% rise in 1974. Stocks tend to offer good performance over the long term and they should be selected by long-term investors, rather than short-term investors who are more exposed to volatility. Risk levels of collective investment vehicles such as unit trusts vary.

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Take Aim to increase performance

Article Abstract:

Advice is provided for British investors investing in the Alternative Investment Market. There are a number of tax benefits which can be obtained from investing in such companies.

Over-the-counter markets, Over the counter markets

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