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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

How long will my pension need to last?

Alexander Michelsen

Making pension contributions on behalf of your spouse

Jeannie Boyle

Exceeding the lifetime allowance

Jeannie Boyle
EQ can create a personal financial plan for you
Find out more

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

Pros and cons of ISAs, GIAs and SIPPs

Jeannie Boyle

Splitting assets between married couples

EQ Investors

Use or lose your annual capital gains allowance

Ben Faulkner
EQ has developed a unique online tool for demonstrating the relative attractions of ISAs, SIPPs and Investment Accounts
Try it now

Impact in focus

Interested in aligning your investments with your values? Learn more about impact investing:

Methodology – impact measurement for SDG 12

Louisiana Salge

Q&A: What is impact investing?

Damien Lardoux

Impact report 2018 – EQ Positive Impact Portfolios

Ben Faulkner

Impact report 2017 – EQ Positive Impact Portfolios

Damien Lardoux
We believe that everyone can make a positive impact through their investments, and earn outstanding returns
Find out more
See all guides

Free guides

Useful sites

Pension Advisory Service

An independent source of advice and information on pensions

PensionWise

Impartial advice on pension options

HMRC

Tax Rates
Pension allowances
ISA Rules
Capital Gains Tax

Moneyfacts

Current savings rates

Money Advice Service

General advice on savings and debt

ONS Life Expectancy

How long does your pension need to last?