A guide to investing for young professionals
EQ has published a 10-step guide to help you get on track with your investments. ...more
The EQ Blog
Filter Blogs by Theme
Time to act now on VCTs
Uncertainty around the continuation of UK tax reliefs for Venture Capital Trusts has driven several funds to announce large fundraises early this year. ...more
Is protection the missing piece in your financial plan?
Different elements need to come together for a financial plan to make sense. Protection cover is an essential, if sometimes overlooked, part of the jigsaw! ...more
Investing in India. Five positive signs
70 years after independence from Britain, India is now the world's seventh largest economy, valued at £2 trillion. ...more
Bringing your retirement planning together
It might make sense for you to combine all your old pensions into one place. ...more
Market View Q3 2017
Our market view explains how we position our client portfolios, taking your risk profile and the relative attractiveness of different asset classes into account. ...more
EQ Positive Impact Portfolios – Summer 2017 update
Our quarterly update focuses on specific investments made by the funds within the Positive Impact Portfolios. With this update we focus on clean fuels, healthcare and sustainable food production. ...more
EQ Best Ideas Portfolios – Q2 2017 update
In this update we focus on healthcare, showcasing examples of companies that are leading their fields in treating diabetes & kidney failure, orthopaedic replacements and cancer drugs. ...more
EQ now and then
It's still a few months off, but October will mark three years since the launch of EQ Investors. Now is a good time to look back at where we started, what we have accomplished so far, and get a glimpse of the future. ...more
Summer newsletter 2017
Our summer newsletter is now available and brings together the latest news & views from EQ Investors. ...more
Act 3: a great life after 50
On Wednesday, 4 October 2017 we are delighted to present an evening's exploration hosted by professional coaches - and EQ clients - Judy and Adrian Reith. Register online. ...more
What’s the difference between ethical and impact investing?
Damien Lardoux, Portfolio Manager at EQ, explains the difference and looks at how impact investing can drive social and environmental change. ...more
Another election surprise
On the importance of EQ in politics, the volatility of reputations, and a return to two party politics: our initial response to the UK election result. ...more
EQ is officially a Good Egg
EQ is honoured to be one of the first two UK companies to be awarded Good With Money’s new ‘Good Egg’ kitemark – for financial services companies that are making a positive impact. ...more
New guide published: 10 tips for investing a windfall
Coming into money isn’t something that happens often. Our latest guide offers some helpful tips on how to make your windfall work for you in the long run. ...more
Final salary pensions – take a look at the fine print
What final salary pensions do best is to provide certainty. However, to get to that certainty you absolutely need to look at the fine print of your particular scheme. ...more
Market View Q2 2017
Our market view explains how we position our client portfolios, taking into account the relative attractiveness of different asset classes. ...more
EQ launches voice-recognition service
Customer service never stops evolving... you can now check your EQ online account by talking to your Amazon Echo! ...more
EQ Best Ideas Portfolios – Q1 2017 update
Our quarterly update focuses on a particular investment theme within the Best Ideas Portfolios. This edition looks at the impact of the internet in everyday life. ...more
Is reflation here to stay?
In the second half of 2016, the global economy embarked on a ‘reflation’ regime that has been impacting the investment environment ever since. This has been positive for risk assets as confidence levels improve. ...more
EQ Positive Impact Portfolios – Spring 2017 update
Our quarterly update focuses on specific investments made by the funds within the Positive Impact Portfolios. ...more
Developing a healthy investing habit
With the new tax year just starting, what better time to reflect on our habits, and give our investments the best chance of success in 2017/18? ...more
New Lifetime ISA: how it works
In his March 2016 and final budget, George Osborne announced the introduction of a new 'Lifetime ISA' from 6 April 2017, to encourage younger people to save for their first property purchase or retirement. ...more
Is the ‘safe rate of withdrawal’ just a dangerous idea?
Most people gave a warm welcome to ‘pension freedoms’, which ended the effective compulsion to buy an annuity. But pensioners face a significant new risk: running out of money if they spend their retirement funds too quickly. What they need to know is how much they can afford to spend each year. ...more
Are we tackling the social care crisis the right way?
In the Budget, the chancellor announced a £2 billion rescue package for the social care sector, but the crisis needs a multi-level approach, writes EQ's Damien Lardoux ...more
Crowd bonds needn’t be taxing
Julia Groves, Head of Crowdfunding at Downing LLP on why investors should consider the fast-growing 'crowd bond' sector and what you need to know. ...more
Lasting power of attorney: plan ahead
Many of us actively look to help our family and friends at times of emotional and financial difficulty – death and incapacity being no exception. ...more
Breakthrough for social investment
At EQ, we’ve been keen proponents of social investment tax relief (SITR) since its inception. Tax break limits for social investment will expand fivefold this April, a significant boost to the market. ...more
Low-key Budget buoyed by stronger-than-expected growth and tax receipts
As expected, today’s budget was relatively shock-free. The Chancellor used the Autumn Statement back in December to lay out most of the tax changes that will affect us from next month, and we’ll face another Budget later in the year as the main event switches from spring to autumn. ...more
Spring Newsletter 2017
Our Spring newsletter brings together the latest news and views from EQ Investors, from Venture Capital Trust opportunities to pensions to our thoughts on the markets. ...more
New Inheritance Tax confirmed for large estates
Probate fees are set to soar after the government confirmed a shake-up of the way charges are applied from May. ...more
Five steps to strengthen impact investing
How to drive more money into impact investing? Damien Lardoux of EQ Investors has some suggestions... ...more
Three VCTs to consider and why you must act soon if you wish to invest
You may be interested in Venture Capital Trusts (VCTs) if you have fully utilised your ISA and pension allowances, are willing to take on a higher degree of risk and have a medium to long-term time horizon. ...more
Obesity is a social justice issue we can’t ignore
Obesity is a social justice issue. It’s not news that most adults are now obese or overweight, and more than one in three children leave primary school obese or overweight. But the poorer you are the worse the situation is. ...more
EQ Positive Impact Portfolios – Winter 2017 update
Our quarterly update focuses on specific investments made by the funds within the Positive Impact Portfolios. ...more
How to pick the right ISA
Cash ISA, Junior ISA , Stocks & Shares ISA, Innovative Finance ISA, Help to Buy ISA, Lifetime ISA... is anyone else ready for ISA simplification? ...more
