Financial planning
The key to a successful financial future, as with many things in life, is planning.
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Blog
EQ Investors recognised as Leading Adviser for Sustainable Investment 2 min read

29/09/2026
We've been named Leading Adviser for Sustainable Investment, recognition of the values-driven approach we bring to managing your money.
Blog
Good Money Week: Talk to us about taking financial advice
Book a free consultation.
21/09/2026
3 min read
Blog
EQ Investors named Professional Services finalist at Brighton & Hove Business Awards
The finalists for this year's Brighton & Hove Business Awards have been announced, following an intensive judging process that brought together an exceptional panel of experienced business leaders from across the city.

08/09/2026
2 min read
Blog
The quiet rise of the Junior SIPP
Junior SIPPs can combine tax efficiency, long-term compounding, and IHT planning in a single structure. Here's why more families are taking notice.
26/06/2026
3 min read
Blog
What will retirement really cost you?
Retirement isn’t a single price tag. It's a moving target shaped by how long you live, how you live, and what those years are supposed to look like.

15/05/2026
2 min read
Blog
Selling a business: What really matters from a financial planning perspective
The financial planning steps to consider before, during and after a business sale.

27/04/2026
3 min read
Article
Spring clean your finances: Ten financial planning essentials
Here are ten steps worth taking, and a few pitfalls worth avoiding.

13/04/2026
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 2026 to 5 April 2027.
06/04/2026
5 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.
16/03/2026
4 min read
Article
How to protect yourself from pension and investment scams
March is fraud prevention month. Here are simple steps to keep your pension and investments safe from fraudsters.
01/03/2026
3 min read
Article
Inheritance tax planning: Strategies to protect and preserve your wealth
Inheritance tax now tops half a million pounds for almost one in ten estates.

27/02/2026
3 min read
Blog
Tax year end 2025/26 | Important dates
Tax year end is nearly upon us.
25/02/2026
2 min read
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