Some types of investments that may qualify for tax-deferred status are investment plans, annuities, stocks, bonds, IRAs, RRSPs and certain types of trusts.
Investment dictionary. Academic. 2012.
Non-Qualifying Investment — An investment that does not qualify for any level of tax deferred or tax exempt status. Investments of this sort are made with after tax money. They are purchased and held in tax deferred accounts, plans or trusts. Returns from these investments… … Investment dictionary
qualifying trading company — To qualify for Enterprise Investment Scheme Relief and Re investment relief, the company which is the subject of the investment must fall within the conditions applicable to these forms of relief. There are complex qualifications but in broad… … Law dictionary
qualifying investments — All financial instruments within the meaning of Article 1(3) of the Market Abuse Directive, that is: • Transferable securities as defined in the Investment Services Directive (for example, shares in companies and other securities equivalent to… … Law dictionary
Investment Services Directive — (ISD) A European Union directive, adopted in 1993, which establishes the conditions in which authorised investment firms and banks can provide specified services in other EU member states on the basis of home state authorisation and supervision.… … Law dictionary
investment relief — under the Business Expansion Scheme, investment by an individual in equity capital of qualifying unquoted companies up to a maximum of £40,000 per annum may be set against his other income. See Chapter III of the Income and Corporation Taxes Act… … Law dictionary
Qualifying Annuity — This type of annuity is similar to any other, except that it has been approved by the IRS for use within a Qualfied Retirement Plan or IRA. Qualifying Annuties can be either fixed, indexed or variable, depending upon the investment objectives of… … Investment dictionary
investment services — Under the Investment Services Directive this phrase incorporates the activities of dealing, arranging and managing. As such, these activities when undertaken in qualifying instruments are within the scope of the Directive. Dresdner Kleinwort… … Financial and business terms
qualifying annuity — An annuity allowable as investment for a qualified plan or trust. Bloomberg Financial Dictionary … Financial and business terms
Enterprise Investment Scheme — The Enterprise Investment Scheme (EIS) is a series of tax reliefs designed to encourage investments in small unquoted companies carrying on a qualifying trade in the United Kingdom.PurposeInvestment in companies that are not listed on a stock… … Wikipedia
Real estate investment trust — A real estate investment trust or REIT ( /ˈriːt … Wikipedia
