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Article

What is a Family Investment Company? 3 min read

Joshua Pape
Joshua Pape,

06/05/2025

Family Investment Companies have become a popular alternative to Trusts due to their tax benefits.

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.

Jeannie Boyle
Jeannie Boyle,

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.

John Spiers
John Spiers,

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.

Mike Neumann
Mike Neumann,

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.

Kasim Zafar
Kasim Zafar,

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.

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.

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.

Kasim Zafar
Kasim Zafar,

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.

4 min read

Blog

Topping up your state pension: Don’t miss the deadline

A deadline of 5th April has been set for people to check their National Insurance records and fill in any gaps going back as far as April 2006.

Joshua Pape
Joshua Pape,

11/03/2025

3 min read

Blog

International Women’s Day 2025: Beat the gender pension gap

International Women's Day 2025's theme, 'Accelerate Action', highlights the urgent need to take swift and decisive steps toward achieving gender equality. While celebrating how far we’ve come, it’s vital to also recognise the ongoing need to tackle lasting gender barriers.

Zoe Brett
Zoe Brett,

08/03/2025

3 min read

Blog

Tax year end 2024/25 | Important dates

One month to make the most of your pension and ISA allowances.

Toby Walker
Toby Walker,

05/03/2025

2 min read

Blog

Celebrating B Corp Month 2025

B Corp Month is an annual, global campaign. Every year during March, the global B Corp community join together to celebrate everything it means to be a B Corp.

Sophie Kennedy
Sophie Kennedy,

03/03/2025

2 min read

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