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.
Local park given £500 funding boost
The Countess of Chester Country Park could soon welcome some new amenities, following a wealth management company awarding it a grant of £500.
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.
Making people’s lives better
Is ethical investing the future? Discover why we think the answer is ‘yes’ in our latest 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.
Equilibrium raised over £4,000 in September corporate challenge
Staff at Equilibrium Financial Planning planned to walk four millions steps throughout September to raise money for East Cheshire Hospice. …