Planning investment for a lifetime

Article Abstract:

UK personal equity plans (Peps) can be used for different investment puroposes over a lifetime. They provide tax advantages in terms of both income tax and capital gains tax. Investors can choose from different risk levels and go for capital growth or income. They are more flexible than pensions as an aid to retirement planning. Young investors can use Peps for capital growth. They can also be used to pay for school fees, and are an efficient way of paying an interest-only mortgage.

Personal Tax Planning, Personal finance, Tax planning

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Bright new things

Article Abstract:

UK investors are faced with a great array of unit trusts, with some 250 expected to have been launched in 2001 alone. One of the new themes within unit trusts is focus/aggressive funds, which often have more concentrated portfolios than other trusts.

Mutual fund industry

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That was the year that was

Article Abstract:

British investment and unit trust fund managers are surveyed in terms of their performance in 2000.

2000 AD

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