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Blog

Announcing the launch of the 2025 EQ Future Leaders Sustainability Report 5 min read

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.

Zohaib Mir
Zohaib Mir,

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.

Kasim Zafar
Kasim Zafar,

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.

Joshua Pape
Joshua Pape,

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.

Ben Faulkner
Ben Faulkner,

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.

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

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