The DIY investor : how to take control of your investments and plan for a financially secure future

The DIY Investor is your guide to independent and successful investing. It will show you how to build an investment portfolio using a range of low-cost tax efficient strategies. If you are a first time investor, investment guru Andy Bell will show you how to make the crucial initial steps towards t...

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Detalles Bibliográficos
Otros Autores: Bell, Andy Author (author)
Formato: Libro electrónico
Idioma:Inglés
Publicado: [Place of publication not identified] Pearson 2013
Edición:1st edition
Materias:
Ver en Biblioteca Universitat Ramon Llull:https://discovery.url.edu/permalink/34CSUC_URL/1im36ta/alma991009627720106719
Tabla de Contenidos:
  • Cover
  • Contents
  • Publisher's acknowledgements
  • About the author
  • List of acronyms
  • Preface
  • Part 1: What being a DIY investor is all about
  • Chapter 1: Introducing DIY investing
  • Chapter 2: Setting your investment objectives
  • Part 2: The DIY investor's toolkit - the products
  • Chapter 3: The ISA - individual savings account
  • Chapter 4: The Dealing Account
  • Chapter 5: SIPPs
  • Chapter 6: Transferring existing pensions into, or out of, a SIPP
  • Chapter 7: What SIPPs can invest in
  • Chapter 8: Taking benefits from a SIPP
  • Part 3: The DIY investor's toolkit - the investments
  • Chapter 9: Funds
  • Chapter 10: Tracker funds
  • Chapter 11: Investment trusts
  • Chapter 12: Equities
  • Chapter 13: Corporate bonds and gilts
  • Chapter 14: Cash
  • Chapter 15: Investments for the advanced DIY investor
  • Part 4: Putting it all together
  • Chapter 16: The tax-efficient DIY investor
  • Chapter 17: When it all goes wrong - death, divorce, bankruptcy, complaints and the Financial Services Compensation Scheme
  • Chapter 18: Building a risk-adjusted portfolio
  • Chapter 19: Strategies for investing
  • Chapter 20: Choosing a DIY investment platform and getting started
  • Appendix: Annuity factors for capped drawdown
  • Index.