Module 2: Investment Accounts and How to Get Started
Lessons
Lesson 1.1 – Understanding ISAs and Tax Advantages
Many investors focus on returns without realising how tax can quietly reduce their gains. This lesson explains how ISAs work and why using tax-efficient accounts can make a major difference to long-term wealth.
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Lesson 1.2 – Choosing Between DIY and Managed Accounts
Many beginners struggle with how hands-on to be with investing. This lesson explains the difference between managing your own investments and using managed portfolios or robo-advisors, covering costs, trade-offs, and who each option suits. By the end, you’ll know which approach fits your confidence, time, and long-term goals.