Expert guides

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.

Absolute Return Portfolio

These portfolios are created for clients who are uncomfortable with the the sharp swings that occur in stockmarket values but seek the potential for higher returns than available from investing in cash and government bonds.

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.

EQ Positive Impact Portfolios

EQ Positive Impact Portfolios are a unique way for private clients to invest in companies that are doing good without damaging your investment returns.

EQ Positive Impact Review 2012-2017

In our first five-year review of the Positive Impact Portfolios we take an overall look at their achievements in delivering social, environmental, and financial returns.

Final Salary Pension Transfers

The April 2015 Budget saw the most radical changes to the pensions landscape for a generation, but the new flexibility on offer is only available to personal pension holders. Members of final salary schemes can only access the new rules by transferring to a personal pension.

Financial Planning Services

EQ is a Chartered Financial Planning firm able to offer a wide range of services to private clients including tax optimisation, retirement income planning and estate planning.

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 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.

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...

Investment Services

A full breakdown of EQ's range of investment services, including specialist portfolios such as Absolute Return and Positive Impact

Low Cost Portfolios

EQ's Low Cost Portfolios are built mainly from passively managed tracker funds and so offer the benefit of low charges and high confidence of replicating index returns.

Saving Inheritance Tax (IHT)

This guide explains how planning ahead of time can provide for – and in most cases reduce – the amount of tax that is ultimately due on your estate.

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.

The Good Guide to Finances at 40

If you're around 40 years old and thinking about your financial future, then this guide is for you! We often find this is an age when people start thinking seriously about their retirement options, and may reach out to a financial adviser for the first time.