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The Pulse
The Pulse
  • Investment

The Pulse – May 2026

Why are markets rising when the signals feel so mixed, and what is really driving it beneath the surface?

Mike Deverell
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  • About Equilibrium

Business as usual

Chief of Staff, Debbie Jukes, reflects on what has – and hasn’t – changed since partnering with Sovereign Capital Partners.

Debbie Jukes
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  • Tax planning

Timeless trusts

How trusts can help protect wealth across generations.

Colin Lawson
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  • Financial Planning
  • IHT & estate planning

Taking control before the final whistle

Discover why taking control of your legacy now can offer true peace of mind - for you and the people you care about most.

Mark Barlow
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  • Investment

Quarterly investment report – April 2026

Our latest quarterly investment report shows how our unwavering investment approach is keeping us ahead of the curve even in uncertain times.

Mike Deverell
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  • Financial Planning

Ready for retirement?

Chartered Financial Planner, Paul Farrugia, provides your friendly expert checklist.

Paul Farrugia
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  • Charity

Winners of our Community Support Scheme – Spring 2026

Laura Stewart
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  • Financial Planning
  • Tax planning

It’s not what you pay, but the way that you pay it

Can increased taxes make you happier?

Mark Barlow
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  • Financial Planning
  • Financial Wellbeing

Relishing or resisting retirement

What will life be like after you retire?

Tim Latham
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The Pulse
The Pulse
  • Investment

The Pulse – March 2026

Investment Manager Mike Deverell spotlights the global shifts that are shaking markets, showing why agility is key in uncertain times.

Mike Deverell
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  • Financial Planning

Undue influence

Influencers fined for promoting unauthorised investments. The question is who can you turn to for reliable financial advice?

Mark Barlow
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  • Financial Planning

Share and share alike: Not worth the paper they’re written on!

How upcoming changes to share ownership and faster dealing will transform UK investing.

Mark Barlow
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Events

event masterclass law in order lasting power of attorney
  • 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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event masterclass the care conundrum
  • 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.

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10:00 – 11:30
Wilmslow
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  • 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.

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12:15 – 14:00
Wilmslow
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  • 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.

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10:00 – 11:30
Head office
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  • 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.

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12:15 – 14:00
Head office
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event masterclass law in order lasting power of attorney
  • 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.

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10:00 – 11:30
Head office
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  • 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.

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12:15 – 14:00
Wilmslow
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event masterclass cyber security
  • 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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magnifying glass over an upwards arrow
  • 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.

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09:45 – 11:15
The Elm at Alderley Park, Cheshire
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15:00 – 16:30
The Shard, London
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Start your journey to financial freedom

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Equilibrium

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© Equilibrium Financial Planning.
All rights reserved

Equilibrium is a trading style of Equilibrium Financial Planning LLP (Limited Liability Partnership) and Equilibrium Investment Management LLP. Equilibrium Financial Planning LLP (OC316532) and Equilibrium Investment Management LLP (OC390700) are authorised and regulated by the Financial Conduct Authority and are entered on the financial services register under references 452261 and 776977 respectively. Registered Office: Ascot House, Epsom Avenue, Handforth, Wilmslow SK9 3DF. Both companies are registered in England and Wales.

The information contained in this website should not be looked upon as advice or recommendation, clients should seek appropriate guidance from their financial planner. The value of your investments can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested. The FCA regulates advice which we provide on investment and insurance business; however it does not regulate advice which we provide purely in respect of taxation matters.
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