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Financial Planning
Cash me if you can: the ISA tax change explained
What could proposed ISA reforms mean for savers? We explain the potential changes and their implications.
Our recent Investment Insights didn't disappoint as Investment Manager, Mike Deverell, and Portfolio Manager, Nathan Lingham, shared the latest insights from the team. You can catch watch the full presentation here.
Spring brings fresh perspective with the latest Equinox, featuring expert market insights, planning guidance across generations, and technology shaping our support.
Following the sale of his business in 2022, Equilibrium client Richard Coope sought advice from financial planner Andy Baker to optimise tax efficiencies, investments, and overall financial strategy. This support helped to develop his latest venture of creating an innovative B2B software platform.
Life rarely gives us time to prepare when it matters most. A financial dress rehearsal lets you step back, explore what might happen, and understand key decisions before emotions run high.
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.
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.
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.
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.
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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.
