Investments : Personal Equity Plans (PEPs)

Although Personal Equity Plans (PEPs) can no longer be bought by new investors, there are a huge number of investors who hold Personal Equity Plans, which they invested in over the late 80s and 90s.

Some of these portfolios have grown to significant sums and yet we often find that investors spend very little time managing these funds properly.

Charlwood Leigh would be happy to review your existing portfolio of Personal Equity Plans and make suggestions as to how it can be modified to increase its growth potential or, perhaps, to produce a more significant tax-free income for you.

You really must treat your Personal Equity Plan portfolio as any other portfolio of investments and review it on a regular basis. Charlwood Leigh can help you do this, please contact us for further information.

Equities are generally a higher return investment compared to other classes of assets over the long term. But you need to be aware of the following risks:

The capital value of units purchased through these plans, and the income which they can produce, can fall as well as rise depending on Stock Market conditions and the demand for the security on the open market.
Investments for equities should be considered for the medium to long term, as if you encash the investment in the early years or at a time when the markets have moved against you, you may get back less than you originally invested.
Past performance is no guarantee of future returns and independent advice should be sought as to the best investment route for your personal circumstances.

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