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Estate Planning

Estate Planning

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

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Fiscal drag: how it affects you
Fiscal drag: how it affects you

Keep your financial goals on track in 2023
Keep your financial goals on track in 2023

Talk to us about taking financial advice – book a free consultation
Talk to us about taking financial advice – book a free consultation

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Blog

Fiscal drag: how it affects you 2 min read

Fiscal drag is the stealthy way in which governments pull more and more taxpayers into higher tax brackets without the backlash that comes with increased tax rates.

Blog

Keep your financial goals on track in 2023

The start of a new year is a great time to set goals for yourself, especially as related to your personal finances.

Jeannie Boyle
Jeannie Boyle,

28/12/2022

5 min read

Blog

Talk to us about taking financial advice – book a free consultation

Organising your personal finances is extremely important to you, and that’s why we believe it starts with us getting to know you; understanding your needs and objectives and you getting to know us.

Jeannie Boyle
Jeannie Boyle,

27/07/2022

3 min read

Blog

Should I pay off my child’s student loan?

It’s the million-dollar question for many parents out there – if your child has a student loan, should you help them to pay it off?

Dale Scorer
Dale Scorer,

21/07/2022

3 min read

Blog

Tax year planning: helping you every step of the way

The clock is ticking if you want to use this year’s tax allowances - and make the most of any savings you might have accrued.

4 min read

Blog

Autumn Budget 2021

Chancellor strikes positive note with ‘Age of optimism’ Budget.

Matt Lewis
Matt Lewis,

27/10/2021

9 min read

Blog

Budget 2021: Chancellor navigates fragile public finances

Rise in corporation tax and freeze on personal tax thresholds.

3 min read

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

Guide

Investing for children

Give your child or grandchild a head start in life.

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Guide

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.

Toby Walker
Toby Walker,

16/07/2019

3 min read

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Factsheet

Climate Action – Cautious Plus

The strategy is comprised of specialist, actively managed and passive tracker funds. This Cautious Plus portfolio is diversified across a mix of equities, fixed income and cash.

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Factsheet

Factsheet

Climate Action – Cautious

The strategy is comprised of specialist, actively managed and passive tracker funds. This Cautious portfolio is diversified across a mix of equities, fixed income and cash.

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Factsheet

Factsheet

Climate Action – Balanced

The strategy is comprised of specialist, actively managed and passive tracker funds. This Balanced portfolio is diversified across a mix of equities, fixed income and cash.

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Factsheet

Factsheet

Climate Action – Balanced Plus

The strategy is comprised of specialist, actively managed and passive tracker funds. This Balanced Plus portfolio is diversified across a mix of equities, fixed income and cash.

Download
Factsheet

Factsheet

Climate Action – Adventurous

The strategy is comprised of specialist, actively managed and passive tracker funds. This Adventurous portfolio is diversified across a mix of equities, fixed income and cash.

Download
Factsheet

Factsheet

Climate Action – Adventurous Plus

The strategy is comprised of specialist, actively managed and passive tracker funds. This Adventurous Plus portfolio is diversified across a mix of equities, fixed income and cash.

Download
Factsheet

Factsheet

Climate Action – All Equity

The strategy is comprised of specialist, actively managed and passive tracker funds. This All Equity portfolio is diversified across a mix of equities and cash.

Download
Factsheet

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.

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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.

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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.

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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

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