Inheritance tax planning is becoming increasingly complex, particularly with pensions due to come within the scope of inheritance tax from 2027.
While these decisions are often shaped by emotion and family considerations, this experience focuses on the financial impact of the options available to you.
Understanding the numbers first can help you make more informed decisions and explore the approach that best aligns with your goals alongside your financial planner.
Former Labour Chancellor of the Exchequer, Roy Jenkins, in 1986
The easiest way to potentially reduce your liability but be careful what you spend it on.
Help the lives of loved ones, but care needs to be taken to ensure how effective this can be.
With a myriad of rules and options, investing should be reviewed with your Financial Planner.
Also known as the sticking plaster method, and not potentially suitable for longer-term planning.
Spend it
Gift it
Invest it
Insure it
Ben Rogers explains each strategy in detail, using real-life case studies to bring the options to life and help you understand what they could mean for you and your family.
With over 25 years' experience in protection planning, Tim will help you navigate the options available and find the approach that gives you and your loved ones confidence for the future.
Listen to Equilibrium founder Colin Lawson as he explains the changing tax landscape and explores the strategies available to help mitigate its impact on you and your family.
Don't just take our word for it. Explore this guide from Unbiased, a respected source of independent financial information, to learn more about inheritance tax planning and the options available.
Philanthropy with intention: a smart, flexible solution for lasting impact.
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.
Equilibrium Financial Planning founder Colin Lawson passes away
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.
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.
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.