Holly Mckay
Holly MackayFounder and CEO
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Best For Investment Trusts Award 2025

Are you overpaying for your investment trust portfolio? With platform fees potentially eating away at your returns over time, choosing the right investment platform isn't just a convenience—it's crucial for your long-term wealth building.

Our comprehensive analysis of the UK's top investment platforms reveals significant differences in costs and features that could impact your investment returns. Yet cost isn't the only factor that matters when handling investment trusts effectively.

The Platform Puzzle: More Than Just Fees

Many investors focus solely on platform fees when choosing their investment trust provider. While AJ Bell and interactive investor feature competitive pricing structures, our analysis shows that the true value equation is more complex.

Investment trust investors consistently emphasize the importance of research tools and trust information for their investment decisions. Yet our investigation found that the most cost-effective platforms don't always provide the most comprehensive research capabilities.

What Separates the Best from the Rest

Based on our comprehensive evaluation of the UK's leading investment platforms, we've identified several key factors that truly matter:

  • Cost Structure Impact: Platform fees, dealing charges, and additional service costs can vary dramatically based on your portfolio size and trading frequency. Some platforms that appear expensive initially might actually be cheaper for your specific situation.

  • Research Capabilities: The depth and quality of investment trust analysis tools can significantly impact your decision-making. We've assessed how each platform supports investors with everything from pricing data to corporate governance features.

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