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Blog
Going green with your ISA 5 min read
15/03/2024
At EQ Investors, we offer a wide range of sustainable investment options across the green investment universe which can be tailored to suit your goals.
Blog
Spring Budget 2024: What it means for your money
Here are the main points outlined by the Chancellor in what is expected to be the final Budget before the general election.
06/03/2024
5 min read
Blog
‘Bed & ISA’ explained
With the dividend tax allowance dropping from 6 April 2024, now is the time to maximise your ISA allowance. A Bed & ISA involves transferring assets held outside of a tax wrapper into an ISA so any future capital growth or income on these assets is sheltered from tax.
21/02/2024
3 min read
Blog
Everything you need to know about the end of the tax year
The end of the tax year is an opportunity to take advantage of tax-efficient wrappers and potential government bonuses on some products.
13/02/2024
4 min read
Blog
Keep your financial goals on track in 2024
Put yourself on the best financial footing possible for the New Year.
08/01/2024
3 min read
Guide
Autumn-Winter newsletter
Welcome to the latest edition of our twice-yearly newsletter, for the second half of 2023.
Guide
Financial Planning
On-demand webinar | Understanding the mortgage market
Securing a mortgage is a significant financial decision that requires careful planning and consideration. Mortgage experts, Karl West & Emma Marsden of Westway Financial, address the crucial aspects of the mortgage industry in our recent webinar and discuss the impact of high inflation and rising interest rates.
11/12/2023
10 min read
Blog
Autumn Statement 2023
The Autumn Statement and what it means for you at a glance.
22/11/2023
4 min read
Blog
Capital Gains Tax: What do the changes mean for you?
Act now to offset Budget tax changes.
18/10/2023
4 min read
Blog
Financial planning for business owners: 5 key areas
In this article, we've outlined the key areas for self-employed individuals and business owners in the UK to build a secure financial future.
06/09/2023
4 min read
Blog
The power of introductions
When I get introduced to the friends, family, and the colleagues of clients, it is a great compliment and a tremendous responsibility that I never take lightly.
01/06/2023
2 min read
Blog
How will the Spring pension changes affect you?
Chancellor Jeremy Hunt made major changes to how pension savings work when he set out his Spring Budget. Higher and additional rate taxpayers will be able to put more money into their pensions and receive marginal tax relief, but it is not only the wealthy who will benefit from the changes. The extra annual allowance will help you if need to bolster your pension pot ahead of retirement.
19/05/2023
5 min read
Blog
Seven major money changes as new tax year begins
The new tax year begins today and with it comes a whole series of adjusted money rules and changes, affecting everything from your pension to how much you pay in tax if you're a high earner.
06/04/2023
3 min read
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