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Article Abstract:

United Kingdom self-select personal equity plans (Peps) offer freedom of choice and flexibility for private investors with experience. Investors can use a tange of assets, from equities to cash, and divide Pep allowances around several fund managers. A fund manager or broker is needed for running the Pep, though investors decide on what to invest in. Critics complain of high costs, but there are wide variations from one fund manager or broker to another.

Author: Loveless, Helen
Publisher: FT Business
Publication Name: Investors Chronicle
Subject: Business
ISSN: 0261-3115
Year: 1999
Portfolio Management

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Tax onus falls on investors

Article Abstract:

The tax obligations of private investors in Britain are examined in detail, both in terms of capital gains tax and income tax.

Publisher: FT Business
Publication Name: Investors Chronicle
Subject: Business
ISSN: 0261-3115
Year: 2000

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Bonding on a global scale

Article Abstract:

Investors can use British savings schemes with tax benefits to invest in global bond funds.

Author: Craft, Marcus
Publisher: FT Business
Publication Name: Investors Chronicle
Subject: Business
ISSN: 0261-3115
Year: 2001

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Subjects list: United Kingdom, Analysis, Personal finance, Portfolio management, Tax planning
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