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.
Equilibrium donates record amount of charitable aid in 2019/20 fiscal year
Equilibrium has made a name for itself as a financial planning firm with a difference. Founded in 1995 by Colin …
Why is looking to the horizon vital? Find out in our latest blog from Financial Planner Andy Baker.
Equilibrium rounds off year of giving with donation to Ronald McDonald House
The Equilibrium Foundation, the charitable trust of financial planning firm Equilibrium, has given a funding boost to a local charity as part of its community support scheme.
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.
What’s the worst thing that could happen to 60/40 portfolios?
The 60/40 portfolio is a common and historically effective way of generating consistent long-term returns… so what’s the worst thing that could happen to it?