The DIY Investor
How to take control of your investments and plan for a financially secure future
Published on 26. September 2013
Book
Paperback/Softback
296 pages
978-1-292-00066-4 (ISBN)
Description
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 taking control of your financial future. If you're a seasoned player in the market, the book will help you develop your investing style and strategy.
The DIY Investor will show you how to:
Construct the sort of portfolio that a professional advisor may recommend
Avoid expensive investing mistakes and poor value products
Invest in the most tax-efficient way through an ISA, SIPP and a Dealing Account
Have access to online support and updates at www.diyinvestor.co.uk
If you are a first time investor, investment guru Andy Bell will show you how to make the crucial initial steps towards taking control of your financial future. If you're a seasoned player in the market, the book will help you develop your investing style and strategy.
The DIY Investor will show you how to:
Construct the sort of portfolio that a professional advisor may recommend
Avoid expensive investing mistakes and poor value products
Invest in the most tax-efficient way through an ISA, SIPP and a Dealing Account
Have access to online support and updates at www.diyinvestor.co.uk
More details
Other editions
New editions
Andy Bell
The DIY Investor
How to Take Control of Your Investments and Plan for a Financially Secure Future
Book
06/2017
Harriman House Publishing
€42.31
Article is exhausted; no reprint
Person
Andy Bell is a DIY investment pioneer. He co-founded A J Bell in 1995 since when it has grown into one of the largest providers of low-cost investment and stockbroker services in the UK. Many DIY investors will already know who he is and will want to benefit from his experience and expertise. Andy and his business have been recognized with a number of entrepreneurial and business awards over recent years, including winning the Ernst & Young Business Consumer Entrepreneur of the Year 2009
Content
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
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