Step by step to the best Pep choice

Article Abstract:

UK personal equity plans (Peps) offer tax advantages for investors who should consider whether capital growth or income is their main priority. Investors can delay entering the stock market by setting aside cash to be used later. Investors should assess the performance of managers in terms of consistency and well as position in charts. High charges can erode gains from tax allowances, though competition has tended to reduce charges. Long-established managers tend to offer security.

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Making your investment go further

Article Abstract:

Unit trust personal equity plans (Peps) levy charges such as annual changes and initial charges. They may also charge exit fees, especially when initial charges are low or are not levied. Costs tend not to weigh as heavily as performance in terms of total returns, though they are more important where tracker funds are concerned. Investment trusts tend to levy additional charges for commission and marketing expenses and value-added tax is levied on these charges.

Personal Tax Planning, Personal finance

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