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Investment Platforms

INVESTMENT PLATFORMS

Investment platforms simplify the process of buying, holding, and selling investments and assets for investors. By providing an overview of all your assets, these platforms offer quick and easy access to them all in one place. They contain extensive information, eliminating the hassle of managing each part of your portfolio individually. For those navigating the investment journey independently, investment platforms can be essential tools to stay on track. It’s important to note that these platforms provide services and are not investment options themselves.

HOW INVESTMENT PLATFORMS WORK

Investment platforms first assess your needs and aspirations, then tailor investments and assets for you to consider. They categorise assets within specific portfolios, such as sustainable investments (ESG), pharmaceuticals, etc.

WHY YOU SHOULD CONSIDER INVESTING THROUGH A PLATFORM

Simplicity

  • All your investments are available in one place, reducing the need to manage each investment individual
  • A one-stop snapshot provides an overview of your complete portfolio, allowing you to adjust your positions according to your goals

Choice

  • Ideal for investors who prefer to manage their investments independently
  • You can select assets, fund allocation, and risk spread based on your preferences
  • Consulting a financial adviser can help strategise the allocation of your funds

Accessibility

  • Provides access to a wide range of investment options you might not have known about
  • Allows access to specialists or wholesale funds, often with lower entry thresholds on these platforms

Tax Efficiency

  • Investment platforms offer tax-efficient options
  • Dividends earned on SIPPs or various types of ISAs are not subject to tax even if they exceed your dividend allowance
  • Capital Gains Tax is not levied, nor is it part of your tax-free capital gains allowance

GROWTH AND FUTURE INVESTMENT PLATFORMS

Investment platforms are steadily growing and expected to continue expanding. They offer more than just a tool for retail investors to invest and track their assets—they enable informed decisions to build wealth. At LS Wealth Management, we recommend consulting an adviser when using these platforms to guide you on which one best suits your needs.

HOW CAN WE HELP YOU?
If you would like to speak to one of our advisers, please get in touch today.

Talk to us if you are ready to start your journey to
Financial security & Freedom

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