Lump Sum Investment by John Claxton

By John Claxton

A advisor designed to checklist a wide diversity of funding possibilities and judge what's applicable for the person.

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An average return on a large investment can be expected in the long run of over 3% and of course there is the chance of a big win. On the other hand, with only a small investment you can go on for years without winning any prize. The minimum purchase is £100 and the maximum holding is £20,000. The top monthly prize is £1 million and 42 Lump Sum Investment there are many prizes of lower amounts. Winnings are tax-free. All investors (and particularly higher-rate taxpayers) should consider putting some money into premium bonds.

More planning is necessary to avoid penalties and these are not suitable for your emergency fund. Another important factor is the amount on deposit. Rates frequently increase at £2,000, £10,000 and £25,000. There may be a minimum balance. 35 36 Lump Sum Investment The frequency of interest payments varies, so rates are compared by using the annual equivalent rate (AER), which takes account of the timing of interest payments. Watch for introductory rates, sometimes called a bonus. These last for a limited period, usually only six months (to attract new investors) and it is the subsequent rate which matters.

INTERPRETING COMPANY REPORTS If you invest directly in shares, you should receive copies of company reports unless the shares are held by a nominee. If you are thinking of investing in a company and would like to see the annual report, you can arrange to have it sent to you (ring the company secretary). If you do not receive company reports because your shares are held by a nominee, you can arrange to get them. To avoid additional cost, a useful source is the Financial Times, which has a free service - see the notes on the share price pages.

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