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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.

Feb 05, 2021 by Laura RobinsonOther | 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 …

Feb 04, 2021 by EquilibriumFinancial planning

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.

Jan 20, 2021 by Andy BakerFinancial planning | Investment

Horizon planning

Why is looking to the horizon vital? Find out in our latest blog from Financial Planner Andy Baker.

Jan 07, 2021 by EquilibriumFinancial planning | Tax & estate planning

Family investment companies

Family investment companies (FIC) can represent an effective way to pass down wealth to future generations while minimising the amount of inheritance tax you owe. In this blog, we explain the benefits of an FIC and how it can help you get the most out of your wealth.

Nov 12, 2020 by EquilibriumFinancial planning | Tax & estate planning

The importance of having a will

It is important that everyone makes a will. A will enables you to take control of what will happen to your money, possessions and property in the event of your death.

Oct 28, 2020 by EquilibriumFinancial planning | News | Tax & estate planning

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.

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Latest in Financial planning