Individuals
EQ Hub
Financial planning
Sort by:
Show me:
Article
The rewards of giving 3 min read
14/08/2024
Since divorcing Jeff Bezos in 2019, Mackenzie Scott has reportedly donated over $16.5 billion to charities and good causes. The Bill & Melinda Gates Foundation has reportedly donated $59 billion and Warren Buffett an estimated $51 billion. But why? They’ve worked hard for their wealth, they’ve earned it, they’ve sacrificed for it. Why just give it away? Well, it seems that money does in fact buy happiness but not how we might think.
Blog
Seven ways to build a healthy relationship with money
What does a healthy relationship with money look like, and how do you cultivate it?
01/06/2024
3 min read
Blog
Major democracies go to the polls
In 2024, several major elections are scheduled to take place across the globe.
29/05/2024
3 min read
Blog
60% tax?
A quirk in the system means that anyone earning between £100,000 and £125,140 can find themselves paying a whopping 60% tax on this portion of their earnings.
20/05/2024
3 min read
Article
Can I comfortably retire?
Navigating the cost-of-living challenges in the UK.
13/05/2024
4 min read
Blog
Your new tax year checklist
Are you ready for the new tax year? Find out how to make sure your savings and investments are as tax efficient as possible by using the available allowances.
29/04/2024
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 2024 to 5 April 2025.
06/04/2024
5 min read
Blog
Going green with your ISA
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.
15/03/2024
5 min read
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
Looking for Factsheets?
Sort by :
Show me :