About The Book

Lump Sum Investment
John Claxton

This book provides indepth advice about investing in your lump sum, including investing in ISAs, unit trusts and investment clubs, as well as information on retirement savings...

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About the Author

John Claxton - John Claxton is a Chartered Management Accountant and Chartered Secretary with over 40 years' experience in management. He leads courses on personal finance and investment and has written a number of books on the subject.

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Lump Sum Investment

Below is the chapter list for "Lump Sum Investment". Click any of the chapter headings to read the full text of that chapter online

 
  1. Preface
  2. Preliminaries Checking Your Financial Health; Saving To Invest; Case Scenarios; Points To Consider Further;
  3. Becoming Your Own Financial Adviser Understanding The Theory Of Money; Grasping The Language Of Investment; How Stock Exchanges Work; Interpreting Company Reports; Monitoring Your Investments; Case Scenarios; Points To Consider Further;
  4. Fixed-Interest Investing Making Bank/Building Society Deposits; Investing In National Savings; Buying Gilts; Understanding Bonds; Permanent Interest-Bearing Shares; The Savings Gateway; Case Scenarios; Points To Consider Further;
  5. Investing In Pooled Equity Funds Selecting Investment Trusts; Investing In Unit Trusts; Comparing Investment Trusts And Unit Trusts; Choosing Index Trackers; Investing In Friendly Society Savings Schemes; Buying Insurance Bonds; Case Scenarios; Points To Consider Further;
  6. Direct Investing In Equities Building Up An Equity Portfolio; Day Trading; Cfd Trading; Investing In Employee Share Incentive/Option Schemes; Buying Shares In Your Employing Company; Investing Through An Investment Club; Getting Shareholders’ Perks; Case Scenarios; Points To Consider
  7. Making Riskier Investments Commercial Forestry Holdings; Investing In Commodities; Buying Convertibles; Understanding Eiss And Vcts; Backing Films; Investing In Futures And Options; Becoming A Lloyd’s Name; Using Offshore Funds; Buying Penny Shares; How Split Funds Work; Betting On
  8. Understanding Isas, Peps And Tessas Choosing Individual Savings Accounts; Keeping Up Your Personal Equity Plans; Dealing With Your Tax-Exempt Special Savings Account; Case Scenarios; Points To Consider Further;
  9. Investing For Financial Health Accumumlating An Emergency Fund; Retirement Planning; Providing For Special Events; Financing Your Children’s Education; Dealing With Your Mortgage; Case Scenarios; Points To Consider Further;
  10. Specialised Investing Buying Annuities; Investing For Children; Making Ethical Investments; Investing By The Elderly; Investing In Property; Collecting; Making The Most Of Redundancy Pay; Case Scenarios; Points To Consider Further;
  11. Reducing Tax On Investments Attacking Your Investment Income Tax Bill; Minimising Capital Gains Tax; Avoiding Inheritance Tax; Tax-Efficient Investing; Investing As A Non-Taxpayer; Case Scenarios; Points To Consider Further;