The Pulse – September 2026
Why rising bond yields are not necessarily the bad news the headlines suggest.
The Pulse
- Investment
The Pulse – September 2026
Why rising bond yields are not necessarily the bad news the headlines suggest.
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- IHT & estate planning
Turning a sur-Plus into a tax Negative
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.
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- Charity
Giving with purpose
Philanthropy with intention: a smart, flexible solution for lasting impact.
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The Pulse
- Investment
The Pulse – August 2026
The market story is changing. While the Magnificent Seven continue to grab the headlines, a far wider range of companies are now driving earnings growth around the world. With opportunities emerging across different sectors, regions and company sizes, discover why diversification could be more important than ever for investors.
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- About Equilibrium
Colin Lawson
Equilibrium Financial Planning founder Colin Lawson passes away
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- Cyber security
Cyber secure with Cyber Essentials
We’re pleased to announce that we have successfully achieved Cyber Essentials certification
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- IHT & estate planning
They think it’s all over…I(H)T is now!
Why one of football’s most treasured medals has sparked a bigger debate about estate planning.
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- Cyber security
Keeping your information safe
Cyber Essentials Plus: Your security, our promise. Technology Manager Amanda Jackson highlights the impact of this latest accreditation.
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- About Equilibrium
Two heads are better than one
Client Service Director, Lucy Woolrich, explains how technical expertise and trusted relationships come together to create a better client experience.
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- Financial Planning
Ready, set, sell
Jeremy Cole, of Cole Associates Corporate Finance, sets out six key questions to ask yourself when considering a business sale.
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- Financial Planning
Making financial advice truly essential
How Equilibrium Essentials is making financial planning accessible to all.
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- Investment
Quarterly investment report – July 2026
Markets climbed despite the noise. Discover what mattered, what didn't, and what comes next in our latest Quarterly Investment Report.
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- Experience
Lasting Power of Attorney
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.
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- Experience
The Care Conundrum
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.
- Experience
Investment Safety Briefing
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.
- Experience
Road to Responsibility
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.
- Experience
IHT By Numbers
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.
- Experience
Right People, Right Money, Right Time
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.
- Experience
Relishing or Resisting Retirement
Go beyond pensions and savings to explore retirement's financial, emotional and practical realities, helping you plan with greater confidence and purpose.
- Experience
Cyber Security
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.
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- Investment
Investment Insights
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.