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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.

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.

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.

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.

Jul 15, 2020 by EquilibriumTax & estate planning

Q&As from our live online event ‘Inheritance tax and intergenerational planning’

Equilibrium’s Founder, Colin Lawson, recently presented a live online event, ‘Inheritance tax and intergenerational planning’, exploring the actions you can …

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Latest in Tax & estate planning