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.
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
