Equilibrium
This issue uncovers why your bank account should come with a warning, how to achieve high performance as well as delving into ‘horizon planning’, our brand-new method of financial planning to ensure you can live the life you want.
Equilibrium has been named one of the UK’s Top 100 financial planning firms for 2026. It’s a fantastic achievement, but what matters most is what sits behind it: our people, our clients and the difference great financial planning can make.
Meet the latest winners of our Community Support Scheme and discover the inspiring causes making a difference in their communities.
Explore the latest Equinox for fresh perspectives on retirement, financial planning, making the most of your money and navigating life’s changes.
Life can change in an instant, leaving someone responsible for important financial decisions at an already difficult time. Road to Responsibility helps you prepare for the future with confidence. Through practical guidance, real-life case studies and expert insight from financial planners Ben Harrison and Grace Hollins, you'll explore how to navigate inheritance, bereavement, later-life planning and other key life events. Whether you're planning ahead for yourself or supporting a loved one, you'll leave with greater clarity, confidence and peace of mind.
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.
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.
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.
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.
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.
