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Do people have any views please on whether it's prudent to hold one's ISA and SIPP on the same platform? Or should one spread the risk of something going wrong with any given platform by holding ISAs and SIPPs in separate places? The context for my question is that, while the majority of my shares are denominated in sterling, because of the lower FX costs…

My very elderly widowed mother has been advised by a well-meaning relative to invest most of the proceeds from the proposed sale of her quite substantial family home into Business Property Relief (BPR) schemes in order to reduce inheritance tax, because these investments would fall outside her estate if she lives for another 2 years. While I know nothing about BPR schemes, it strikes me…

My ISA is on a platform that charges 1.5% when I trade in US shares. Can anyone recommend a better value platform to which I could transfer my ISA?

Jonathan777's Latest Comments

Good for you, Ed. It's great to watch the journey unfold. Stockopedia is a fantastic tool that helps me every day. I'm grateful to you and the team for developing it.

Hi timarr. Thank you for all your thoughts. The "safety-in-numbers" approach makes total sense. And I can see how visibility regarding the stability of the broker could also prove be an advantage... On this note, can anyone please point me to a list of the biggest ISA/SIPP providers? And can anyone also please tell me where IG (my current ISA platform) come in this list?…

And cig... just wondering please if this also applies to insolvency as well as fraud? Are the risks here primarily against cash rather than holdings? Or in the case of insolvency are holdings equally in the firing line?

Thanks, cig. That's reassuring to know that broker fraud cases seem to involve client cash rather than client holdings. This makes the current protected amount of £85K feel much more relevant.

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