Financial planning Archives - Equilibrium

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    News
    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.

    clocks back thumbnail
    Feb 11, 2022 by Laura StewartFinancial planning | Tax & estate planning

    Can financial planning give you time back?

    Have you ever thought what you would like to do with your time if someone told you it was feasible to stop working as of tomorrow? Our financial planners can help you through this thought process, here’s how…..

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    Nov 01, 2021 by Laura StewartFinancial planning | Other

    Where’s the best place for your money?

    Have you really thought about where to place your money? Should you save more, purchase a property or make an investment? See our points for consideration here.

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    Sep 10, 2021 by Paul FarrugiaFinancial planning | Tax & estate planning

    State pension: the triple lock

    The state pension’s “triple lock” has featured heavily in the press over the last few weeks. So, what is it and why is it so prominent?

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    Aug 02, 2021 by Laura StewartFinancial planning | Tax & estate planning

    Are you wondering what to do with spare lockdown cash?

    Whilst we are all hoping for a return to normality ASAP, you may have noticed that over the last year your outgoings have reduced somewhat and savings have increased. The question is, do you want your surplus cash to work harder for you?

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    conrad broadbent
    Feb 05, 2021 by EquilibriumOther | Financial planning

    Finding the freedom

    This article is from a previous Equinox magazine, which you can view in full here. Describing it as the ‘biggest …

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    trade sales ladder
    Feb 04, 2021 by EquilibriumFinancial planning

    A guide to trade sales

    Many business owners will have a vague idea of how they will exit one day. Often, the goal is to simply sell the business and retire on the proceeds.
    However, the sale process can be extremely complex. If not properly executed then business owners can miss out on the full potential of their sale.

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