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NDF Administration – 7.5% Annual Income Plan October ’06

NDF Administration

7.5% Annual Income Plan October ’06

Type: Capital-protected bond

Aim: Income linked to the performance of the DJ Eurostoxx 50 index

Minimum-maximum investment: £10,000-£1m, Isa £4,000-£7,000

Term: Five years

Return: 7.5% income a year or 1.8% a quarter

Guarantee: Original capital returned in full at the end of the term provided the index is at least 110% of its initial value

Closing date: November 21, 2006, November 7, 2006 for Pep/Isa transfers

Commission: Initial 3%

Tel: 01727 734 315


This week in Investment

Fidelity’s decision to reduce the higher initial charge it had imposed on the UK portion of its special situations fund has certainly rattled a few investment cages this week.

Tax year-end planning for annual allowance

Last tax year-end there was a lot to think about in relation to planning. The introduction of the tapered annual allowance and the implications of moving to a fixed pension input period, the reduction in the lifetime allowance and potentially applying for protection, and the concern about changes to tax relief, to name a few. […]


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