Individuals

EQ Hub

Tax planning

Tax planning

The Government gives you various tax allowances and reliefs each year – and making the most of them can save you a lot of money.

Trending articles

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

New UK trust registration rules
New UK trust registration rules

Spring Statement 2022
Spring Statement 2022

Sort by:

Show me:

Blog

Talk to us about taking financial advice – book a free consultation 3 min read

Jeannie Boyle
Jeannie Boyle,

27/07/2022

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.

Guide

New UK trust registration rules

Under the UK’s anti-money laundering rules, trustees must register certain trusts with HMRC’s Trust Registration Service (TRS).

Download
Guide

Blog

Spring Statement 2022

The Spring Statement and what it means for you at a glance.

5 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 2022 to 5 April 2023.

Ben Faulkner
Ben Faulkner,

12/03/2022

5 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

Guide

The Good Guide to Financial Planning

EQ Investors and Good with Money have published 'The Good Guide to Financial Planning'.

Download
Guide

Blog

National Insurance and dividend tax rises – what you need to know

The Prime Minister has announced plans to raise National Insurance rates by 1.25 percentage points for employers and employees, with tax on share dividends rising by the same amount.

3 min read

Blog

Will capital gains tax rates increase in 2021?

Experts have been predicting for some time that capital gains tax (CGT) is vulnerable to change.

2 min read

Blog

Investing for children

Even small amounts tucked away can build up a substantial nest egg, so the sooner you start putting money away for your child, the better.

Peter Brennan
Peter Brennan,

05/04/2020

10 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.

Toby Walker
Toby Walker,

16/07/2019

3 min read

Investment Education

Use your ISA allowance

ISA tax benefits are all in the future but they can be considerable, especially for Higher and Additional Rate taxpayers.

Dale Scorer
Dale Scorer,

05/07/2019

1 min read

Case Study

Pension or ISA – which is best?

At age 55 Dave earns £95,000 per annum and makes a £20,000 (net) pension contribution and a £20,000 ISA contribution.

Owen Catling
Owen Catling,

15/05/2019

1 min read

1
2

Looking for some advice?

Looking for Factsheets?

Sort by :

Show me :

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.

Download
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.

Download
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.

Download
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.

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

Explore the rest of the EQ Hub

© 2022 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.