The Nervous Can Dip Their Toe in the Water

Summary


QUIRKS in the Isa rules allow investors who are nervous about equities to take their full Pounds 7,000 equity Isa allocation in this tax year without immediately leaving it at the mercy of volatile stock markets.

There are several ways to do this. A phased investment allows you to trickle money into a chosen fund over a set period. A lump sum invested this tax year is held in a cash account before being paid into a chosen equity fund in instalments.

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The Nervous Can Dip Their Toe in the Water

Several investment managers permit this. Fidelity, for example, gives...

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