in Financial planning
Keeping you up to date on all the latest news and updates from Equilibrium.
Items from over 12 months ago can be accessed in the archive here.
Gifts out of income
Gifts are a great way to reduce or avoid unnecessary inheritance tax when looking to pass on assets to your children or other members of your family when you pass away. Learn more about what qualifies as a gift and the different types of allowances in this blog.
Inheritance tax allowances
Whilst it’s a requirement that inheritance tax is paid if a person’s estate is worth more than a certain threshold, there are some allowances – or exemptions – that means inheritance tax does not have to be paid. Learn more about how to optimise your inheritance tax plan in this blog.
We use a cashflow modelling system called Voyant, which presents financial plans in a clear and visually engaging way. Read more in our latest blog.
Financial planning by age
To achieve long-term financial health, a financial plan should be put in place early on. But why, and how? Read our blog to find out.
How is defined benefit pension transfer advice changing?
The regulatory landscape is constantly changing. This autumn, the blot on the horizon is regulatory policy statement 20/6, which essentially …