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20/20Contents
Investments
I have a substantial lump-sum to invest over 15 years.
What should I do with it? Page 7
I want to make regular investments over the next 15 years,
what is on offer? Page 9
Hedge funds
We hear a lot about hedge funds, should I be investing in one? Page 10
Tax
How can I avoid the annual shock from the taxman? Page 13
Mortgages
LETTER FROM
I need a mortgage, which one is likely to be best for me? Page 15
Endowment mortgages have had a bad press, but could one be
THE PUBLISHER
right for me? Page 16
Jersey income tax
Je
The hardest thing in the world to understand is the income tax Page 18
answers
rsey20/20
tothe
Magazineseekstoprovide
Pensions
yourfinancialfutur
importan
e.
tquestionsabout
I have a company pension scheme, how can I make sure that
it provides a fairly comfortable retirement? Page 23
theleadingexpertsin
W
the
e’veaskedsomeof
I am not in a company pension scheme, so what can I do to provide
for my retirement? Page 24 theirbestadvicesothatyou
Island
can
togive
I’ve heard a lot about annuities, will I need to have one when I retire? Page 25 yourfinancesforthenext15
prepare
Savings
theanswersprovidesomeof
years.
thebest
While
What are guaranteed products and why should I have one? Page 27
available,neitherwenortheauthorsof
advice
School fees
arti
I want my child to go to an independent school.
How can I finance this? Page 28 the
cles
resul
can
tsof
be
takin
held
g
le
that
gally
advice.
responsiblefor
the
alwaysconsultaprofessional
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Life Assurance
I worry that if I’m sick my family will suffer financially.
takinganyaction.
adviserbefore
What can I do about it? Page 31
Jewellery
I like nice jewellery, but is it a good investment? Page 32
But
following
webel
Travel
When travelling abroad, how should I take my spending money? Page 34
financialfutur
que
ieve
stions
thatthe
ewith
wil
20/20
l
answers
help
tothe
vis
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ion.
seeyour
Property
Is an overseas property a good investment? Page 35
Accountants
How can an accountant help my finances? Page 36
Wills
Do I really need a will? Page 37
FinancePublicatio
Paul
nsOffshor
Mundy
eLimite
C.E.O.
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Edit
Sheila
ors: Editor
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20/20
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Mike
ialAdviser:
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is
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Kar
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Website:www.financeoffshore.com
publishers
Stephen
en
Editor:
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PaulMund
Executi
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2004 TBA Limited
r the Conduct of Investment Business.
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