EQ's award winning technical team have produced a range of guides to help investors make better use of their money
10 Common Investing Mistakes
Investing successfully is difficult and time consuming. In this guide EQ illustrates some simple errors made by many investors that can have a big impact on returns.
10 Tips for Investing a Windfall
Coming into money isn’t something that happens often. Before you commit yourself to spending, investing, giving gifts or even giving up your job, here are some tips on how to make your windfall work for you in the long run.
Enterprise Investment Schemes
The Enterprise Investment Scheme (EIS) was initiated by the UK Government in 1993 in an attempt to promote funding for small private companies. It offers a host of attractive tax incentives, including 30% upfront Income Tax relief and the ability to defer tax on a capital gain.
Impact report 2017 – EQ Positive Impact Portfolios
In our first impact report of the EQ Positive Impact Portfolios we take an overall look at their achievements in delivering social, environmental, and financial returns.
Impact report 2018 – EQ Positive Impact Portfolios
From day one, our ambition for the EQ Positive Impact Portfolios has been to show that every investor can make a positive impact through their investments. We are constantly looking to improve how we report on impact, and we are pleased to share our latest findings in this, our second impact report.
Investing for Children
Parents and grandparents have tried to provide a financial boost for their offspring for many generations - it’s part of our DNA. Today, the need has never been greater: our children are facing a perfect storm of financial adversity.
Investing made easy
Our online and phone based service brings expert advice and professional portfolio management to clients. ISA and pension wrappers are available and charges are highly competitive. Investing with EQ is as easy as 1-2-3...
Investing tips for young professionals
The list of excuses for not investing is endless, especially for young professionals immersed in their careers. “It’s too risky” or “I don’t have time to worry about that now” are common. The irony is that the biggest risk lies in not investing at all.
Know your options at retirement
Are you on track for retirement? The purpose of this guide is to help you think through some of the options you need to consider as you think about this transition and find the best way to fund the retirement you want.
Spring Clean Your Finances
When it comes to money, it is fairly easy to get so entangled in the jargon that you lose sight of basic sound financial planning principles. This guide provides some pointers on important steps to take, and a few pitfalls to avoid, along the road to a healthy financial future.