Week 8 of Rebel Finance School is where theory becomes action. You know what to invest in — low-cost global index funds. Now Alan and Katie Donegan walk you through the three decisions you need to make to actually do it: which platform to use, which account to open, and which fund to buy.

Those three choices sound simple, but getting them wrong — especially the account type — can cost you thousands in unnecessary tax. They explain how tax-efficient accounts (ISAs, SIPPs, workplace pensions) protect your returns, why the order you use them matters, and how to pick a platform that won’t eat into your gains with hidden fees.

By the end, you will:
• Understand the three layers of investing — platform, account, and fund — and how they fit together
• Know which tax-efficient accounts to prioritise and why
• Be able to choose a platform that suits your situation without overpaying
• Have everything you need to actually place your first investment

This video is part of a free 10-week personal finance course called Rebel Finance School. For access to the notes, spreadsheets, and more that accompany the course, please sign up here – https://rebeldonegans.com/finance/rfs/

Join the Facebook group to get friendly support from like-minded people: https://www.facebook.com/groups/rebelfinance

If you haven’t watched the theory session yet, you can catch up here: https://www.youtube.com/watch?v=DDOyho8cMDs

Details

Monday 20 July. 8pm UK time

Joining instructions

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