Midnight approaches: with the end of the tax year less than three weeks away, investors should plan now to pay as little tax as possible

Article Abstract:

Research by IFA Promotion, the independent financial advisers' lobbying group, has shown that 5.4 billion pounds sterling excess taxes are paid each year. There are certain annual tax exemptions or opportunties to make tax free investments vanish. Tax does not have to be paid on up to 5,800 pounds sterling of capital gains provided the gains are realised by selling the investments. Other opportunities are Peps, gifts of up to 250 pounds sterling escape inheritance tax and up to 3,000 pounds sterling each year.

Planning, Taxation

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You want to be with someone else: as the Pep buying season gets into its swing, some big name managers are weighing in with new funds - but investors may decide that size isn't everything

Article Abstract:

Branding is now being applied to Peps, following Richard Branson's plans to introduce a Virgin Pep. Prudential, Woolwich building society and NatWest are all introducing new Peps, although investors may want to consider Peps with better track records and exciting prospects. The Pru's Pep offers income and growth options in unit trusts with uninspiring track records.

Product introduction, Bond funds

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Seasonal cheer for calendar investors

Article Abstract:

Investors who use the calendar to determine when they invest in equities do better in the short term than those who use valuation tools. Seasonal investing focuses on buying in November, then selling in April and holding cash the rest of the year.

Analysis, Investments, Environmental aspects, Seasonal variations (Economics)

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