Equilibrium
In this issue of Equinox, we focus on the expansion of the Equilibrium experiences following the success of our masterclasses that we launched earlier this year.
As a new wave of hybrid advice services emerges, the key question remains: can technology make advice more accessible without losing the human judgement and reassurance clients value?
Why rising bond yields are not necessarily the bad news the headlines suggest.
Could surplus income reduce your inheritance tax bill? Regular gifts from excess income can leave your estate immediately, helping family today while potentially reducing future inheritance tax.
During this exclusive Masterclass, Equilibrium Portfolio Manager Harry Topping will reveal common investment mistakes, share practical ways to avoid them, and explain the strategies Equilibrium uses to help investors stay on track.
Care costs can be significant, but planning ahead can help you stay in control. This thought-provoking masterclass will help you understand your options, challenge assumptions, and take practical steps to prepare for future care needs.
Financial Planners, Ben Harrison and Grace Burgin, will provide a gentle introduction to the world of financial planning and investment by sharing their expertise and insights.
Inheritance tax planning is becoming increasingly complex, particularly with pensions expected to fall within the scope of inheritance tax from 2027. While these decisions are often influenced by family circumstances and emotions, this experience focuses on the financial impact of the options available, helping you understand the numbers first so you can make more informed decisions alongside your financial planner.
How can your money benefit your loved ones when they need it most? In this compelling masterclass, Financial Planner Ben Rogers will share transformative strategies to create life-changing outcomes for your loved ones, while potentially saving significant amounts of tax in the process.
Everyone should have a Lasting Power of Attorney in place, regardless of age or health. In this masterclass you'll gain a clear understanding of the terminology, legal requirements, risks of not having an LPA, and have the opportunity to ask questions throughout. Even if your circumstances are more complex, you'll leave better equipped to work with a solicitor.
Go beyond pensions and savings to explore retirement's financial, emotional and practical realities, helping you plan with greater confidence and purpose.
In this digital age, we’re all connected more than ever, making it even more crucial to ensure our online experiences are safe and secure. Join us for a masterclass and discover the most effective ways to protect yourself online.
Markets move fast. The world moves faster. Join Mike Deverell, Nathan Lingham and Harry Topping at our next Investment Insights as they cut through the noise and tell you exactly what it all means for your money.
