Policy Portfolio, founder of the traded endowment policy (TEP) market, is offering IFAs a free ...
Policy Portfolio, founder of the traded endowment policy (TEP) market, is offering IFAs a free factsheet on 'Teps and Tax' which sets out to explain the tax efficient aspects of this investment vehicle. IFAs can call Policy Portfolio on 020 8343 4567 or visit www.policyportfolio.co.uk for a free copy.
Brian Goldstein, Policy Portfolio's Managing Director, commented: "The TEP market is expanding rapidly but there are still a large number of private investors who are unaware of the significant benefits TEPs can offer including their high degree of flexibility over tax treatment. Our factsheet will assist IFAs whose clients are in the process of planning or re-evaluating their investment portfolios."
Policy Portfolio says TEPs provide investors with safety and security and particularly suits the needs of those who require a low risk investment with the potential for high returns, combined with flexibility.
The average annualised growth for all TEPs bought from Policy Portfolio that matured during the twelve months ending July 2001 was 10.06%, which investors can obtain tax-free by making use of their Capital Gains allowances.
Developed by industry-wide group
Joined in 2002
'Educate clients' children'
Raised £15m earlier this week
From 8pm Friday 19 October