With the end of the tax year approaching, there are many opportunities to be found in Isa, Pep and Tessa transfers
The end of the current tax year and start of the new one is rapidly approaching. With Isa sales having been flat for some months and a number of markets now looking good value, the opportunity is certainly there. But is the public's confidence in equity-backed investments sufficiently restored? The signs are not encouraging so far and investors still appear nervous about perceived market volatility. The problem is not so acute for monthly investors, as they can benefit from pound cost averaging. For lump-sum investors, the solution might be to find a provider that offers a phased inv...
To continue reading this article...
Join Investment Week for free
- Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
- Get ahead of regulatory and technological changes affecting fund management
- Important and breaking news stories selected by the editors delivered straight to your inbox each day
- Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
- Be the first to hear about our extensive events schedule and awards programmes