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.
Publication Name: Investors Chronicle
Subject: Business
ISSN: 0261-3115
Year: 1999
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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.
Publication Name: Investors Chronicle
Subject: Business
ISSN: 0261-3115
Year: 1996
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