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Article

The rewards of giving 3 min read

Zoe Brett
Zoe Brett,

16/07/2024

Since divorcing Jeff Bezos in 2019, Mackenzie Scott has reportedly donated over $16.5 billion to charities and good causes. The Bill & Melinda Gates Foundation has reportedly donated $59 billion and Warren Buffett an estimated $51 billion. But why? They’ve worked hard for their wealth, they’ve earned it, they’ve sacrificed for it. Why just give it away? Well, it seems that money does in fact buy happiness but not how we might think.

Blog

General election 2024: A new dawn for UK markets

What does a landslide Labour win mean for markets.

Kasim Zafar
Kasim Zafar,

05/07/2024

3 min read

Blog

EQ wins two Wealth for Good Awards

Double win at the annual WealthBriefing Wealth For Good Awards 2024.

Ben Faulkner
Ben Faulkner,

03/07/2024

2 min read

Blog

Investment outlook: June 2024

We are pleased to share our latest monthly global outlook, which covers key macroeconomic themes and their investment implications.

Kasim Zafar
Kasim Zafar,

25/06/2024

2 min read

Blog

Seven ways to build a healthy relationship with money

What does a healthy relationship with money look like, and how do you cultivate it?

Zoe Brett
Zoe Brett,

01/06/2024

3 min read

Blog

Turning landfill waste into energy

How landfills can help in the transition to renewable energy and reduce carbon emissions.

3 min read

Blog

Major democracies go to the polls

In 2024, several major elections are scheduled to take place across the globe.

Kasim Zafar
Kasim Zafar,

29/05/2024

3 min read

Blog

60% tax?

A quirk in the system means that anyone earning between £100,000 and £125,140 can find themselves paying a whopping 60% tax on this portion of their earnings.

3 min read

Article

Can I comfortably retire?

Navigating the cost-of-living challenges in the UK.

Zohaib Mir
Zohaib Mir,

13/05/2024

4 min read

Blog

Your new tax year checklist

Are you ready for the new tax year? Find out how to make sure your savings and investments are as tax efficient as possible by using the available allowances.

4 min read

Blog

New ISA rules: 3 key changes

The start of the new tax year on 6 April will usher in some important changes for individual savings accounts (ISAs).

Zoe Brett
Zoe Brett,

15/04/2024

3 min read

Financial Planning

Tax rates & allowances

How much tax do we pay? This page summarises the main rates and allowances. The current tax year runs from 6 April 2024 to 5 April 2025.

5 min read

Blog

Why B Corp month is more important than ever

EQ's Joint CEO Sophie Kennedy reflects on this year’s B Corp month.

Sophie Kennedy
Sophie Kennedy,

03/04/2024

3 min read

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Factsheet

Climate Action – Cautious Plus

The strategy is comprised of specialist, actively managed and passive tracker funds. This Cautious Plus portfolio is diversified across a mix of equities, fixed income and cash.

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Factsheet

Factsheet

Climate Action – Cautious

The strategy is comprised of specialist, actively managed and passive tracker funds. This Cautious portfolio is diversified across a mix of equities, fixed income and cash.

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Factsheet

Factsheet

Climate Action – Balanced

The strategy is comprised of specialist, actively managed and passive tracker funds. This Balanced portfolio is diversified across a mix of equities, fixed income and cash.

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Factsheet

Factsheet

Climate Action – Balanced Plus

The strategy is comprised of specialist, actively managed and passive tracker funds. This Balanced Plus portfolio is diversified across a mix of equities, fixed income and cash.

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Factsheet

Factsheet

Climate Action – Adventurous

The strategy is comprised of specialist, actively managed and passive tracker funds. This Adventurous portfolio is diversified across a mix of equities, fixed income and cash.

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Factsheet

Factsheet

Climate Action – Adventurous Plus

The strategy is comprised of specialist, actively managed and passive tracker funds. This Adventurous Plus portfolio is diversified across a mix of equities, fixed income and cash.

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Factsheet

Factsheet

Climate Action – All Equity

The strategy is comprised of specialist, actively managed and passive tracker funds. This All Equity portfolio is diversified across a mix of equities and cash.

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Factsheet

Factsheet

Future Leaders – Cautious

This portfolio maintains a bias towards lower volatility investments with equity holdings limited to 50%. It focuses on capital protection with a moderate participation in equity market growth, and aims to reduce investment risk by diversifying across regions and asset classes.

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Factsheet

Factsheet

Future Leaders – Cautious Plus

This portfolio maintains a bias towards lower volatility investments with equity holdings limited to 60%. It focuses on capital protection with a moderate participation in equity market growth, and aims to reduce investment risk by diversifying across regions and asset classes.

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Factsheet

Factsheet

Future Leaders – Balanced

This portfolio has a range of investments with different risks, where equity holdings are limited to 70%. It aims to reduce investment risk by diversifying across regions and asset classes, and achieve a balance of capital protection and participation in equity market growth.

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Factsheet

Factsheet

Future Leaders – Balanced Plus

This portfolio has a range of investments with different risks, where equity holdings are limited to 80%. It aims to reduce investment risk by diversifying across regions and asset classes, and achieve a balance of capital protection and participation in equity market growth.

Download
Factsheet

Factsheet

Future Leaders – Adventurous

This portfolio maintains a bias towards higher volatility investments, with up to 90% invested in equity funds. It aims to diversify risk by investing across regions, and enhance returns through its asset allocation strategy and fund selections.

Download
Factsheet

Factsheet

Future Leaders – Adventurous Plus

This portfolio maintains a bias towards higher volatility investments, with up to 95% invested in equity funds. It aims to diversify risk by investing across regions, and enhance returns through its asset allocation strategy and fund selections.

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Factsheet

Factsheet

Future Leaders – All Equity

This portfolio is designed for the most adventurous risk profile, with up to 100% invested in equity funds. It is unconstrained by selection criteria within the universe of available equity funds, and can make concentrated investments, use sector specific funds, and invest in any geographic region. As a high risk portfolio, its performance is expected to be volatile.

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Factsheet

Factsheet

Best Ideas – Cautious

This portfolio maintains a bias towards lower volatility investments with equity holdings limited to 50%. It focuses on capital protection with a moderate participation in equity market growth, and aims to reduce investment risk by diversifying across regions and asset classes.

Download
Factsheet

Factsheet

Best Ideas – Cautious Plus

This portfolio maintains a bias towards lower volatility investments with equity holdings limited to 60%. It focuses on capital protection with a moderate participation in equity market growth, and aims to reduce investment risk by diversifying across regions and asset classes.

Download
Factsheet

Factsheet

Best Ideas – Balanced

This portfolio has a range of investments with different risks, where equity holdings are limited to 70%. It aims to reduce investment risk by diversifying across regions and asset classes, and achieve a balance of capital protection and participation in equity market growth.

Download
Factsheet

Factsheet

Best Ideas – Balanced Plus

This portfolio has a range of investments with different risks, where equity holdings are limited to 80%. It aims to reduce investment risk by diversifying across regions and asset classes, and achieve a balance of capital protection and participation in equity market growth.

Download
Factsheet

Factsheet

Best Ideas – Adventurous

This portfolio maintains a bias towards higher volatility investments, with up to 90% invested in equity funds. It aims to diversify risk by investing across regions, and enhance returns through its asset allocation strategy and fund selections.

Download
Factsheet

Factsheet

Best Ideas – Adventurous Plus

This portfolio maintains a bias towards higher volatility investments, with up to 95% invested in equity funds. It aims to diversify risk by investing across regions, and enhance returns through its asset allocation strategy and fund selections. 

Download
Factsheet

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