Look before you leap

Article Abstract:

There are some 55 billion pounds sterling worth of personal equity plans (Peps) held by United Kingdom investors, and Pep managers offer discounts in order to compete in the transfer market. Increased commission is also being offered to financial advisers. Investors may benefit from transfers in order to spread risks, or to diversify, or to adapt to changing investment needs, such as for income rather than capital growth. Investors should consider the cost of transfers, including the cost of leaving existing Peps, as well as any administration charges for new Peps. The timing of transfers may also be important.

Investment Offices, Investment Companies, Open-End Investment Funds, Cover Story

---

Preparing for the Peps season

Article Abstract:

UK investors will be urged to buy personal equity plans (Peps) to gain tax advantages which could be lost after April 1997. They will also be told to buy in case the UK Labor party wins an election and ends the tax advantages of Peps. Investors should be wary of making hasty decisions. Only very wealthy investors will lose tax advantages of the miss the April 1997 deadline, and the Labor party does not appear hostile to Peps. Share prices could also fall after they invest in Peps which would affect their returns.

---

Similar abstracts:

• Abstracts: Are you ready?. Learning to share
• Abstracts: Safety first. Trading on the past. It could be who?
• Abstracts: Telecoms: BT coup for Generale boss. Waiting for BT to spend. Dial BT for value
• Abstracts: Profile of an ideal warrant. Gearing can be good for trusts. The dilutive impact of warrants
• Abstracts: Defence deals heat up. Defence float hits shares. Raytheon: the best form of defence...

This website is not affiliated with document authors or copyright owners. This page is provided for informational purposes only. Unintentional errors are possible.