Which ISA Provider Should I Choose? with Luke Hurley DWI-EP49

Dentists Who Invest Podcast

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What if you could optimize your investments with some strategic insights? Financial expert, Luke Hurley, is here to guide us into the complex world of ISAs and ISOs. Together, we unpack the intricacies of investing, shedding light on the layers involved - from the underlying investments to the chosen tax wrapper and the platform provider. Luke's insights on government-backed tax shelters, taxation, and accessibility are eye-opening, but remember, this isn't financial advice.
Are you ready to compare and navigate the world of ISO providers? We do just that, focusing on the four most popular DIY platform ISOs. Luke provides a balanced view of these providers, stressing the importance of understanding fees and investment choice. We also discuss the steps to transfer ISOs to a new provider and the benefits that come with transferring ISOs worth over £20,000.
Lastly, we sink our teeth into the pros and cons of three potential platform ISOs- Upnext, Interactive Investor, and AJ Bell. The comparative analysis doesn't stop there, as we examine open architecture platforms like Hargreaves Lansdown and how fees can vary depending on the size of your investment portfolio. We want to help you make the most of your investments, so we delve into the ease of transferring ISAs. So, buckle up and prepare to invest smarter with us and Luke Hurley.