Search the EQ library
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.
Search for articles and case studies
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.
EQ can create a personal financial plan for you
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.
EQ has developed a unique online tool for demonstrating the relative attractions of ISAs, SIPPs and Investment Accounts
Know your options at retirement – free guide
Are you on track for retirement? The purpose of this guide is to help you think through some of the options you need to consider…
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…
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…