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Blog
Announcing the launch of the 2025 EQ Future Leaders Sustainability Report 5 min read
09/06/2025
This year’s annual report marks the fifth anniversary of the EQ Future Leaders portfolios launch – a key milestone.
Article
Planning your finances in your 40s
Your 40s mark a pivotal financial decade. While many of us are reaching peak earning potential and recognising the need to focus on retirement and long-term finances, we’re often squeezed between multiple responsibilities – from supporting both parents and children to managing mortgages and home improvements.
19/05/2025
4 min read
Blog
Investment outlook: May 2025
We are pleased to share our latest monthly global outlook, which covers key macroeconomic themes and their investment implications.
15/05/2025
3 min read
Article
What is a Family Investment Company?
Family Investment Companies have become a popular alternative to Trusts due to their tax benefits.
06/05/2025
3 min read
Blog
Cutting through the jargon: An A-Z of investing
There are a lot of buzzwords when it comes to investments, and we don’t want the financial language to put you off beginning your investment journey.
01/05/2025
2 min read
Article
Ten higher-rate tax saving tips and strategies
A further 2.7 million people, according to the Office for Budget Responsibility (OBR), will be paying higher rate tax by 2028/29 due to frozen tax thresholds.
28/04/2025
4 min read
Blog
View from the Chair
John Spiers, EQ's Chair, reflects on Trump's tariffs and what might be behind them.
07/04/2025
2 min read
Article
The benefits of staying invested
You are more likely to reach your long-term goals if you remain invested and avoid trying to time the market.
04/04/2025
4 min read
Blog
Takeaways from Trump’s ‘Liberation Day’
Donald Trump announced sweeping new tariffs on US imports on Wednesday, taking the global economy into a new era of trade competition.
03/04/2025
4 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 2025 to 5 April 2026.
01/04/2025
5 min read
Blog
Spring Statement in brief: what you need to know
Rachel Reeves's Spring Statement confirms various tax rises as well as a £14bn package to repair the UK public finances.
26/03/2025
2 min read
Blog
Investment outlook: March 2025
We are pleased to share our latest monthly global outlook, which covers key macroeconomic themes and their investment implications.
24/03/2025
3 min read
Article
A guide to ISAs: The different types and how they work
With higher interest rates pulling more into the savings tax net and a tax raid on both capital gains and dividends, using an ISA has become even more important.
17/03/2025
4 min read
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