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The EQ library contains a wealth of articles and case studies on a range of financial planning topics, written by our award-winning technical team.

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Retirement in focus

Using your savings well in retirement is one of life's great challenges. These articles highlight some of the most common issues.

Know your options at retirement

Alexander Michelsen, 13th April 2018

How long will my pension need to last?

Alexander Michelsen, 2nd August 2017

Making pension contributions on behalf of your spouse

Jeannie Boyle, 8th September 2016

Reviewing your Final Salary pension

Dan Atkinson, 19th July 2016

EQ can create a personal financial plan for you

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Tax in focus

Tax can have a seriously negative impact on your investment returns. It's worth making full use of your allowances and avoiding tax traps.

Tax matters

Alexander Michelsen, 8th May 2017

Pros and cons of ISAs, GIAs and SIPPs

Jeannie Boyle, 10th March 2017

Splitting assets between married couples

EQ Investors, 7th March 2017

Use or lose your annual capital gains allowance

Ben Faulkner, 2nd March 2017

EQ has developed a unique online tool for demonstrating the relative attractions of ISAs, SIPPs and Investment Accounts

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Venture Capital Trusts

Venture Capital Trusts offer a host of attractive tax incentives, including 30% Income Tax relief and tax free dividends

EQ Positive Impact Review 2012-2017

In our first five-year review of the Positive Impact Portfolios we take an overall look at their achievements in delivering social, environmental, and financial returns.

10 Tips for Investing a Windfall

Coming into money isn’t something that happens often. Before you commit yourself to spending, investing, giving gifts or even giving up your job, here are…

EQ Positive Impact Review 2012-2017

In our first five-year review of the Positive Impact Portfolios we take an overall look at their achievements in delivering social, environmental, and financial returns.

10 Tips for Investing a Windfall

Coming into money isn’t something that happens often. Before you commit yourself to spending, investing, giving gifts or even giving up your job, here are…

Investing for Children

Parents and grandparents have tried to provide a financial boost for their offspring for many generations - it’s part of our DNA. Today, the need…

10 Tips for Investing a Windfall

Coming into money isn’t something that happens often. Before you commit yourself to spending, investing, giving gifts or even giving up your job, here are…

Investing for Children

Parents and grandparents have tried to provide a financial boost for their offspring for many generations - it’s part of our DNA. Today, the need…

Investing for young professionals

The list of excuses for not investing is endless, especially for young professionals immersed in their careers. “It’s too risky” or “I don’t have time…

Investing for Children

Parents and grandparents have tried to provide a financial boost for their offspring for many generations - it’s part of our DNA. Today, the need…

Investing for young professionals

The list of excuses for not investing is endless, especially for young professionals immersed in their careers. “It’s too risky” or “I don’t have time…

Venture Capital Trusts

Venture Capital Trusts offer a host of attractive tax incentives, including 30% Income Tax relief and tax free dividends

Investing for young professionals

The list of excuses for not investing is endless, especially for young professionals immersed in their careers. “It’s too risky” or “I don’t have time…

Venture Capital Trusts

Venture Capital Trusts offer a host of attractive tax incentives, including 30% Income Tax relief and tax free dividends

EQ Positive Impact Review 2012-2017

In our first five-year review of the Positive Impact Portfolios we take an overall look at their achievements in delivering social, environmental, and financial returns.