Individuals

EQ Hub

Estate Planning

Estate Planning

How to pass on your assets to the next generation in the most effective way.

Trending articles

Budget 2021: Chancellor navigates fragile public finances
Budget 2021: Chancellor navigates fragile public finances

Vital money questions you should ask your parents
Vital money questions you should ask your parents

Setting up a pension for the grandchildren
Setting up a pension for the grandchildren

Sort by:

Show me:

Blog

Budget 2021: Chancellor navigates fragile public finances 3 min read

Rise in corporation tax and freeze on personal tax thresholds.

Blog

Vital money questions you should ask your parents

Be sure to secure your parents financial future with these five important questions.

Jeannie Boyle
Jeannie Boyle,

15/01/2021

2 min read

Case Study

Setting up a pension for the grandchildren

Ulrik and Silvia Andreas are fortunate to have both retired with final salary pensions. This has provided them with excess income that they wish save for the benefit of their only grandchild, Lucas.

Dale Scorer
Dale Scorer,

12/07/2020

1 min read

Blog

Financial planning checklist

In view of the current government imposed working from home and social distancing rules which apply to many of us we may be looking for ways to usefully use our time. As a result this could be a good to invest in some financial housekeeping? Here are some ideas and how we might be able to help.

4 min read

Blog

It’s only free if you claim it!

Protecting family wealth - regrettably, many families fail to take full advantage of what is on offer.

4 min read

Financial Planning

Working with professional connections

At EQ we have a long history of working with legal and accountancy practices to deliver integrated advice for the benefit of mutual clients.

Mark Howlett
Mark Howlett,

16/07/2019

3 min read

Blog

Inheritance tax hits a record £5.6 billion high

HMRC reported a 3.1% increase in IHT receipts during the 2018-19 tax year.

3 min read

Case Study

Using a discretionary trust to help grandchildren

David and Myriam have three adult children, Jason, Kathleen and Ciara. Jason had a son last year and he is currently their only grandchild; however, Ciara is pregnant and due any day now.

1 min read

Financial Planning

Making a will

Many people do not think about writing a will until later in life, but especially for those with children we recommend doing this as soon as possible.

Peter Brennan
Peter Brennan,

05/07/2018

1 min read

Case Study

Using a pension for tax efficient estate planning

Susan dies aged 77 leaving a pension fund of £350,000. She leaves her pension fund to her granddaughter Kate.

1 min read

Guide

Inheritance Tax & Estate Planning

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

Download
Guide

Case Study

Saving inheritance and income tax with a bare trust

Tax efficient saving for your children's future.

Matt Lewis
Matt Lewis,

12/07/2017

1 min read

Case Study

Should I invest or pay down my mortgage?

Peter has inherited £20,000 from his aunt. He has an interest only mortgage for £200,000; the current interest rate is 3.5% p.a. with 15 years to run. A balanced-adventurous investor, he does not need access to this money for the foreseeable future and has other wealth.

Jeannie Boyle
Jeannie Boyle,

12/07/2016

1 min read

1

Looking for some advice?

Looking for Factsheets?

Sort by :

Show me :

Factsheet

Future Leaders – Cautious

This portfolio maintains a bias towards lower volatility investments with equity holdings limited to 50%. It focuses on capital protection with a moderate participation in equity market growth, and aims to reduce investment risk by diversifying across regions and asset classes.

Download
Factsheet

Factsheet

Future Leaders – Cautious Plus

This portfolio maintains a bias towards lower volatility investments with equity holdings limited to 60%. It focuses on capital protection with a moderate participation in equity market growth, and aims to reduce investment risk by diversifying across regions and asset classes.

Download
Factsheet

Factsheet

Future Leaders – Balanced

This portfolio has a range of investments with different risks, where equity holdings are limited to 70%. It aims to reduce investment risk by diversifying across regions and asset classes, and achieve a balance of capital protection and participation in equity market growth.

Download
Factsheet

Factsheet

Future Leaders – Balanced Plus

This portfolio has a range of investments with different risks, where equity holdings are limited to 80%. It aims to reduce investment risk by diversifying across regions and asset classes, and achieve a balance of capital protection and participation in equity market growth.

Download
Factsheet

Factsheet

Future Leaders – Adventurous

This portfolio maintains a bias towards higher volatility investments, with up to 90% invested in equity funds. It aims to diversify risk by investing across regions, and enhance returns through its asset allocation strategy and fund selections.

Download
Factsheet

Factsheet

Future Leaders – Adventurous Plus

This portfolio maintains a bias towards higher volatility investments, with up to 95% invested in equity funds. It aims to diversify risk by investing across regions, and enhance returns through its asset allocation strategy and fund selections.

Download
Factsheet

Factsheet

Future Leaders – All Equity

This portfolio is designed for the most adventurous risk profile, with up to 100% invested in equity funds. It is unconstrained by selection criteria within the universe of available equity funds, and can make concentrated investments, use sector specific funds, and invest in any geographic region. As a high risk portfolio, its performance is expected to be volatile.

Download
Factsheet

Factsheet

Best Ideas – Cautious

This portfolio maintains a bias towards lower volatility investments with equity holdings limited to 50%. It focuses on capital protection with a moderate participation in equity market growth, and aims to reduce investment risk by diversifying across regions and asset classes.

Download
Factsheet

Factsheet

Best Ideas – Cautious Plus

This portfolio maintains a bias towards lower volatility investments with equity holdings limited to 60%. It focuses on capital protection with a moderate participation in equity market growth, and aims to reduce investment risk by diversifying across regions and asset classes.

Download
Factsheet

Factsheet

Best Ideas – Balanced

This portfolio has a range of investments with different risks, where equity holdings are limited to 70%. It aims to reduce investment risk by diversifying across regions and asset classes, and achieve a balance of capital protection and participation in equity market growth.

Download
Factsheet

Factsheet

Best Ideas – Balanced Plus

This portfolio has a range of investments with different risks, where equity holdings are limited to 80%. It aims to reduce investment risk by diversifying across regions and asset classes, and achieve a balance of capital protection and participation in equity market growth.

Download
Factsheet

Factsheet

Best Ideas – Adventurous

This portfolio maintains a bias towards higher volatility investments, with up to 90% invested in equity funds. It aims to diversify risk by investing across regions, and enhance returns through its asset allocation strategy and fund selections.

Download
Factsheet

Factsheet

Best Ideas – Adventurous Plus

This portfolio maintains a bias towards higher volatility investments, with up to 95% invested in equity funds. It aims to diversify risk by investing across regions, and enhance returns through its asset allocation strategy and fund selections. 

Download
Factsheet

Factsheet

Best Ideas – All Equity

This portfolio is designed for the most adventurous risk profile, with up to 100% invested in equity funds. It is unconstrained by selection criteria within the universe of available equity funds, and can make concentrated investments, use sector specific funds, and invest in any geographic region. As a high risk portfolio, its performance is expected to be volatile.

Download
Factsheet

Factsheet

Positive Impact – Cautious

This portfolio maintains a bias towards lower volatility investments with equity holdings limited to 50%. It focuses on capital protection with a moderate participation in equity market growth, and aims to reduce investment risk by diversifying across regions and asset classes.

Download
Factsheet

Factsheet

Positive Impact – Cautious Plus

This portfolio maintains a bias towards lower volatility investments with equity holdings limited to 60%. It focuses on capital protection with a moderate participation in equity market growth, and aims to reduce investment risk by diversifying across regions and asset classes.

Download
Factsheet

Factsheet

Positive Impact – Balanced

This portfolio has a range of investments with different risks, where equity holdings are limited to 70%. It aims to reduce investment risk by diversifying across regions and asset classes, and achieve a balance of capital protection and participation in equity market growth.

Download
Factsheet

Factsheet

Positive Impact – Balanced Plus

This portfolio has a range of investments with different risks, where equity holdings are limited to 80%. It aims to reduce investment risk by diversifying across regions and asset classes, and achieve a balance of capital protection and participation in equity market growth.

Download
Factsheet

Factsheet

Positive Impact – Adventurous

This portfolio maintains a bias towards higher volatility investments, with up to 90% invested in equity funds. It aims to diversify risk by investing across regions, and enhance returns through its asset allocation strategy and fund selections.

Download
Factsheet

Factsheet

Positive Impact – Adventurous Plus

This portfolio maintains a bias towards higher volatility investments, with up to 95% invested in equity funds. It aims to diversify risk by investing across regions, and enhance returns through its asset allocation strategy and fund selections.

Download
Factsheet

Explore the rest of the EQ Hub

© 2021 EQ Investors Ltd. Company registered in England and Wales (No.07223330). EQ Investors Limited is authorised and regulated by the Financial Conduct Authority (Ref. 539422). UK Investors only.