EQ Guides

EQ's award winning technical team have produced a range of guides to help investors make better use of their money

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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.
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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.
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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.
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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.
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EQ Positive Impact Portfolios are a unique way for private clients to invest in companies that are doing good without damaging your investment returns.
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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.
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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.
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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.
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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.
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A full breakdown of EQ's range of investment services, including specialist portfolios such as Absolute Return and Positive Impact
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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.
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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.
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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.
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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.
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EQ has co-sponsored 'The Guide to Hipster Money' - a great initiative to boost the financial health of young people today.
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Venture Capital Trusts offer a host of attractive tax incentives, including 30% Income Tax relief and tax free dividends
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