Finding the Right Investment Platform (UK)

When it comes to choosing the best investment platform there is no one size that fits all. But it is definitely worth taking the time to make the right decision because failing to do so can cause you frustration and cost you money with unnecessary fees.

The course is structured into 5 modules and includes links to resources and exclusive video content to help you find the best platform for you.

including tax

What you'll Learn

In this course, we take you through all the steps you need to make the right decision. These include helping you to decide what level of help you need, how much it should cost and which type of accounts offer the most tax-efficient solutions.

The course also provides unbiased reviews of each of the major UK platforms whether you want to invest for yourself or would prefer to use a platform that does it for you.

Key Focus Areas

These will include:
  • Investment platforms explained
  • What you should expect to pay and how to keep costs to a minimum
  • Tax-efficient wrappers
  • Choosing the right platform for you
  • How to move platforms

Course Breakdown

These will include:
  • What is an investment platform?
    • What level of help do you need?
  • How much you pay and different types of fees 
  • Payless with ISA & SIPP accounts
  • What types of accounts are available?
  • What Platforms Are Available
    • How to choose a platform
    • Do it yourself –  platform reviews and directory
    • Have it done for you – platform reviews and directory
  • How to transfer a stocks and shares ISA platform
    • How long should it take
    • How much should it cost
    • Sell Assets & Transfer Cash or Move Assets In Specie