Lump Sum Investment: Access Your Needs, Explore the Opportunities, Maximise Your InvestmentHow To Books Ltd, 2001 - 144 pages A guide designed to list a broad range of investment opportunities and decide what is appropriate for the individual. |
Contents
Preface | 9 |
Becoming Your Own Financial Adviser | 18 |
Monitoring your investments | 32 |
Investing in Pooled Equity Funds | 50 |
Direct Investing in Equities | 62 |
Making Riskier Investments | 74 |
Betting on financial spreads | 80 |
Common terms and phrases
Alistair and Jean alternative investment market annual equivalent rate annual exemption annuity April assets bonus broker building society buying and selling buying to let calculating capital gains tax cash Chapter chargeable charges choose deposit account dividends employees enterprise investment schemes equity investment fixed interest FTSE FTSE 100 index funds gilts guaranteed Gwen and Hugh higher-rate taxpayers income tax index-linked inheritance tax Inland Revenue interest rates Internet investment period investment trusts ISAs and PEPS issue loss lump sum market price mini-ISA minimum monthly mortgage National Savings non-taxpayer number of shares paid payable payments pension scheme pooled investments profit purchase rate of interest redemption retirement risk risky Savings certificates SCENARIOS Amanda share option schemes share price spread betting Stock Exchange stockbrokers stocks and shares taper relief tax deducted tax-free taxable TESSA trading transfers unit trusts usually volatile withdrawal