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Financial Planning
Tax rates & allowances 5 min read
06/04/2024
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.
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
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
Autumn Statement round-up
Chancellor seeks to repair UK’s tarnished economic reputation with package of tax rises and spending cuts.
17/11/2022
5 min read
Blog
5 top financial planning tips for the self-employed
Are you self-employed? If so, it’s essential to be proactive about your finances.
08/09/2022
4 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.
27/07/2022
3 min read
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).
Guide
Blog
Spring Statement 2022
The Spring Statement and what it means for you at a glance.
23/03/2022
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.
01/03/2022
4 min read
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