Financial planning Archives - Equilibrium

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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.

    Financial planning
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    black-gift-box
    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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    man-calculating-tax
    Oct 11, 2020 by EquilibriumFinancial planning | Tax & estate planning

    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.

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    woman-looking-at-graph
    Sep 10, 2020 by EquilibriumFinancial planning | Tax & estate planning

    Cashflow modelling

    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.

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    old-man-happy-reading-newspaper
    Aug 24, 2020 by EquilibriumFinancial planning

    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.

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    Aug 21, 2020 by Debbie JukesFinancial planning

    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 …

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    Jul 09, 2020 by EquilibriumFinancial planning | Investment

    Q&As from our live online event: COVID-19 – this time it’s different?

    Equilibrium’s Founder, Colin Lawson, recently presented a live online event discussing how markets are reacting to COVID-19 and how it is …

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