Choosing a Pep to match your needs: Picking a Pep is no easy task. The best strategy is to draw up a shortlist of candidates that meet certain criteria before whittling it down to the most promising option

Article Abstract:

A survey by Morgan Grenfell, an investment manager, found that up to 2 million people are considering a Pep before the end of the tax year. When choosing from the wide variety of plans available several issues should be considered, such as if an income is required from the Pep, whether capital growth is required and what risks can be taken. Also to be considered should be your tax position, lenght of investment, ethical considerations and the main types of fund.

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DIY option is ideal for seasoned investors: self-select Peps are ideal for active investors who like to take their own decisions. But if you're considering this option, you should make yourself aware of any restrictions and the costs involved

Article Abstract:

Self-select Peps allow investment in ordinary UK shares as well as European Union companies, or unit trusts and investment trusts. Certain UK corporate bonds and UK and European Union preference shares can also be invested in from April. Self select single company plans allow the choice of oney company's shares to be incorporated in the plan, and a self select general Pep allows the build up of a portfolio of investments within the plan.

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The icing on the cake: single company Peps may not have all that much to offer the smaller investor. But their tax and cost advantages could be a welcome bonus to the larger portfolio

Article Abstract:

The main purpose of Peps is to promote the direct ownership of company shares and single company Peps are for those who whish to choose individual companies in the UK or European Union. Many Pep managers also ofer non-corporate single company Peps plans which may have lower charging structures.

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