Maximising returnson your Pep

When the new Pep regulations came into force on 6 April 2001, UK investors gained an opportunity to broaden their investment portfolios and make even better use of the tax-efficient vehicles available to them. There are two key benefits of the changed Pep regulations: diversity and consolidation. This article looks at both benefits and discusses how they can enhance the investment portfolios of your clients. Peps gained increasing popularity during the 1990s as their investment limits and flexibility gradually developed. However, one constraint remained ' their 75% sector bias towards ...