Services

PEPs

Personal Equity Plans (PEPs) were the predecessors of ISAs and offered by the Government between 1986 and 1999 as tax-efficient savings schemes. While it has not been possible to put more money into existing PEPs since 5th April 1999, any investments held within a PEP remains free of UK income tax and capital gains tax.

If clients have a PEP or several PEPs, then the Charteris Self-Select PEP provides an ideal way to consolidate these into one large plan, allowing investments to be managed more efficiently and reducing administration charges.

Our Self-Select PEP allows investment into any qualifying holdings without limitations. Shares held under a Single Company PEP can now be treated as if they are part of a general PEP, increasing the possible investment opportunities.

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