Resources filtered by:Article

• Financial Planning

Homes getting hammered

Is Britain’s buy-to-let property dream turning into a landlord’s nightmare?

• Financial Planning

Care planning for your future

Why planning for tomorrow is one of the kindest gifts you can give yourself.

• Financial Planning

Financial Planning 101

Chartered financial planner, Ben Harrison, outlines the five fundamental pillars of constructing a sound financial plan.

• Financial Planning

Pensions in divorce

Why ignoring pensions could be the most expensive mistake you make.

• Financial Planning

The future’s bright…the future’s Equilibrium

Discover how Equilibrium’s fresh approach to advice is shaping the future.

The Pulse

• Investment

The Pulse – December 2025

As 2025 draws to a close, our Investment Manager ‘Mystic’ Mike Deverell reflects on how his crystal-ball predictions stacked up over the past year and shares what could be on the horizon for 2026.

• Other

Exploring the world solo

Equilibrium client, Liz Turner, shares her experience of travelling independently.

• Investment

30 years in markets: Happy returns

Portfolio Manager, Neal Foundly, reflects on 30 years of fund management amid major geopolitical shifts and technological advancement.

• Investment

Wizzard investing: Rocking around the Christmas tree

As the holiday season approaches, investors often wonder if the so-called Santa Claus Rally will bring festive cheer again.

• Financial Planning

Protect your future self

Why starting early with insurance can save you more than just money.

• Cyber security

Scams in a digital age

Technology and all it entails is often seen as a young person’s game, right? They’re always up to date with the latest innovations, from artificial intelligence (AI) to virtual reality (VR), but is this stereotype correct?

The Pulse

• Investment

The Pulse – November 2025

Is the AI boom fuelling a tech bubble – or just the start of something bigger?

• Financial Planning

The importance of staying calm during Pension Panic

Chartered team member, Mark Barlow, explores how policy shifts and speculation are driving knee-jerk decisions.

• Financial Planning

AI financial advice hits the US

The world of artificial intelligence continues to achieve significant advancements.

The Pulse

• Investment

The Pulse – September 2025

With the upcoming Budget and ongoing political and economic concerns, could the government reduce spending and increase the UK’s productivity?

• Financial Planning

The billion pound pension fund up for grabs

Boost your State Pension with missing National Insurance credits from pre-2000 childcare.

• Cyber security

Warning: FCA scams are on the rise

Keeping you informed on the latest scams to watch out for.

• Financial Planning

Planting trees you will never see

Associate Financial Planner, Ben Harrison, explains how you can ensure your children are better off than the generation before.

• Financial Planning

Plan for the pursuit of happiness

Discover how one family secured their finances and made a lasting difference for their loved ones.

The Pulse

• Investment

The Pulse – August 2025

Recent US tariffs have reached historic highs resulting in inflationary pressures and market volatility, but what does it mean for investors?

• Financial Planning

Pension Credit – a missed lifeline for many

Last year, billions in Pension Credit and Housing Benefit went unclaimed. Let’s raise awareness and help spread the word.

• Other

Unlocking knowledge piece by piece

Like a jigsaw puzzle, your financial future requires careful planning. Our masterclasses provide the essential pieces to create a complete picture.

• Investment

Taking AIM

Head of Delivery, Sam Patterson, discusses a notable opportunity to reduce inheritance tax which may have been missed by many.

• Investment

Crafting niche portfolios

Portfolio Manager, Neal Foundly, unveils our specialised portfolios.

• Other

It’s good to talk

With the arrival of Generation Beta in 2025, each generation adds a new chapter to history, shaped by defining moments and technological leaps. These timelines not only reveal how the world changes but also how those changes influence the way we live, work and interact with one another.

• Financial Planning

Pensions dashboard – Less dash, more of a stroll

Pension savings pots are due to be made available online, securely and in one place!

The Pulse

The Pulse – June 2025

The ongoing volatility in markets, driven by trade wars and conflict in the Middle East, underscores the importance of adhering to the process and fundamentals of long-term investing.

• Investment

Investment bonds – a new world of opportunity

With recent changes in tax regulations, Senior Best Practice Associate, Andrew Houghton, explains why investment bonds are emerging as a compelling alternative.

• Other

DeepSeek and deception

From the arrival of DeepSeek to the exponential advancements in Artificial Intelligence (AI) technology – is it a force for good or evil?

• Financial Planning

Rethinking the bank of mum and dad

Chartered Financial Planner, Ben Rogers, explains how money lending within a family can reap rewards.

• Financial Planning

Childcare benefits with retirement perks!

Save thousands in childcare benefits and boost your retirement pot.

• Financial Planning
• IHT & estate planning

The Payne of not having a Will

We all lead busy lives but don’t overlook the importance of planning for the future and ensuring our loved ones are protected.

• Financial Planning

Finding shelter amidst Budget shifts

Business Development Manager at Triple Point, Lucy Dolan, believes Business Relief may be a welcome addition to your estate planning.

• Financial Planning
• IHT & estate planning
• Tax planning

Riding the waves

What does the Autumn Budget mean for your retirement? Here, we explore the impact of these changes and how, by planning ahead, your financial plan can be adapted to ride the waves of change.

• About Equilibrium
• Investment

Driving down costs

Where there’s a will, there’s a way. Investment Manager, Mike Deverell, explains how his team continuously look to reduce costs without compromising on value.

• Cyber security
• Investment

Risky whisky!

If something sounds too good to be true…it probably is!

• Investment

Investment bulletin on Trump’s trade tariffs

In our latest bulletin, Investment Manager, Mike Deverell provides his take on Trump’s recently announced trade tariffs.

• Financial Planning

University costs – My reality

Experiences Specialist, Mark Barlow navigates the parental challenge of funding university costs.

The Pulse

• Investment

The Pulse – March 2025

With recent tariff and geo-political news, Investment Manager, Mike Deverell, discusses the potential shifts in the global economy and investment landscape.

• Financial Planning
• Tax planning

Inheritance tax planning: Use it or lose it?!

Experiences Specialist, Mark Barlow, provides some actionable steps you can take before the end of the tax year.

• Investment

Cloudy with a chance of good returns

Portfolio Manager, Neal Foundly, highlights some rather interesting products which offer protection, come rain or shine.

The Pulse

• Investment

The Pulse – February 2025

This month, Investment Manager, Mike Deverell, considers the latest factors affecting stock markets and how, by being selective in our investment choices, there’s reason for being cautiously optimistic.

• Financial Planning
• Financial Wellbeing

Retirement villages: can I afford it?

Chartered Financial Planner, Haydn Barlow, offers the same advice to his grandad that he gives his clients.

• About Equilibrium
• Financial Planning
• Investment

The clue is in the name. Or is it?

Chartered team member, Mark Barlow, makes an important distinction between the roles of financial planning and investment management.

• Investment

Festive regrets

Festive gifts may gather dust, but impulsive investments can lead to lasting regrets. With 40% of young investors regretting trendy choices, it’s clear that a thoughtful, evidence-bas

• Financial Planning

When less is more

Don’t get caught in the childcare tax trap. Find out how…

• Investment

Finding the right mix is key

Investment Analyst, Nathan Lingham, handpicks three funds which work particularly well together.

• About Equilibrium

Leading the way

It’s been 18 months since we launched our first masterclass, and it’s fair to say, each one has been a roaring success.

• About Equilibrium

The human touch

As Artificial Intelligence (AI) continues to evolve, Head of Organisational Development, Lucy Woolrich, identifies where its true value lies.

• Financial Planning

Sitting on a goldmine

Frequent job changes have contributed to £31 billion in unclaimed pensions in the UK. Could your forgotten pension pots hold the key to a more comfortable retirement? It’s time to find out.

• Investment

Santa rally or sleighed stock markets?

The song “Fairytale of New York” is undoubtedly a Christmas classic but when it comes to the Santa Claus rally, is it a real phenomenon or a fairytale of the New York Stock Exchange?

• Cyber security

Scam-proof your life

Anyone can be a target for fraud, the key is to protect yourself!

The Pulse

• Investment

The Pulse – November 2024

This month, Investment Manager, Mike Deverell, examines how the market’s comparatively calm response to the Autumn Budget, contrasts with the effects on US stock prices following the US Presidential Election.

• Investment

Blooming markets!

The world and markets are ever changing, so when exactly is the best time to invest?

• Financial Planning
• IHT & estate planning
• Investment

Changing times

In the leading article of this autumn’s Equinox, Debbie Jukes, Partner and Head of Client Care, takes a look at some of the areas most affected by the Autumn Budget and reflects on the impact of previous government reforms.

• IHT & estate planning

The ultimate guide to an inherited property

Webuyanyhouse.co.uk provides an informative guide offering valuable insights to anyone who finds themselves inheriting a property and wondering what to do next.

Under the bonnet

• Investment

Under the bonnet: Finding funds

Portfolio Manager, James Carr, tells us the ‘how’ and ‘why’ behind our fund selection.

• Investment

Inside the world of high-yield bonds

• Investment

Going against the herd

• About Equilibrium
• Investment

Trust me, I’m a Portfolio Manager

The Pulse

• Investment

The Pulse – September 2024

• Financial Planning
• IHT & estate planning

The great wealth transfer

• Financial Planning

State Pension magic!

• Financial Planning
• IHT & estate planning
• Tax planning

Budget bombshells?

• Cyber security

The latest HMRC scam revealed!

The Pulse

• Investment

The Pulse – August 2024

• About Equilibrium

Joining the Consumer Duty Alliance and Financial Vulnerability Taskforce

• Investment

AIM – on sale!

• Other

Making a racquet!

• Cyber security

The latest cyber scam revealed

• About Equilibrium
• Financial Planning
• Investment

Quintessentially Equilibrium

• Investment

The power of compounding

The Pulse

• Investment

The Pulse – June 2024

• Financial Planning

A very real child benefit

• About Equilibrium
• Financial Planning
• Financial Wellbeing

Money equals happiness, or does it?

The Pulse

• Investment

The Pulse – May 2024

• About Equilibrium
• Investment

Controlling the narrative?

• Financial Planning

The hidden value of the Tesco ‘meal deal’

• Financial Planning

Student loan or student tax?

• Financial Planning

The “Rogernomics” effect

• Investment

Take a walk down Bond St.

• Investment

A response-able investor?

The Pulse

• Investment

The Pulse – March 2024

• About Equilibrium

“Trust me, I’m a Fellow”

The Pulse

• Investment

The Pulse – February 2024

• Financial Planning
• Financial Wellbeing

Bank of Mum and Dad

• Financial Planning
• IHT & estate planning

Probate done properly

• Financial Planning

Unlocking your financial DNA

Just as our genetic makeup determines our physical traits, our financial DNA shapes our attitudes, behaviours and beliefs about money.

• Financial Planning

Abolishing the lifetime allowance: Simplifying or complicating pensions?

• Financial Planning
• Other

Planning for care

• About Equilibrium
• Other

Masterclasses in momentum

• Financial Planning
• Financial Wellbeing
• IHT & estate planning

This is your life plan

• Investment

The ‘Magnificent Seven’ – a cautionary tale

The Pulse

• Investment

The Pulse – December 2023

• Investment

Taiwan’s fragile state

• About Equilibrium
• Financial Planning
• Financial Wellbeing

Diagnose and prescribe

The Pulse

• Investment

The Pulse – November 2023

• About Equilibrium
• Investment

Investment reporting and poking the Chimp

• About Equilibrium
• Financial Planning
• Financial Wellbeing

Experience Equilibrium

• Investment

How to get 7.5% p.a. very simply?

• Cyber security

Cyber security and the two faces of AI

The Pulse

• Investment

The Pulse – October 2023

The Pulse

• Investment

The Pulse – September 2023

• Financial Wellbeing

The way to wellbeing

• Other

Beware the man-in-the-middle attack!

The Pulse

• Investment

The Pulse – August 2023

• Financial Planning

Unlocking your pension potential

The Pulse

• Investment

The Pulse – July 2023

• Financial Planning

Courageous conversation

• Financial Planning
• IHT & estate planning

Good grief

• Financial Planning

Back to the future II: Annuities 101

The Pulse

• Investment

The Pulse – June 2023

• Financial Planning

Consumer duty

• Financial Planning

Law in order

Founder, Colin Lawson believes that simply having legal documents in place is not enough. What really counts is making sure these documents work in practice, which is why we have put together our ‘Law in order’ experience.

Under the bonnet

• Other

Artificial Intelligence: Killer app?

• Financial Planning

The care conundrum

The Pulse

• Investment

The Pulse – May 2023

• Financial Planning

Money. Life. Dreams.

• Financial Planning
• Tax planning

Don’t get caught in the child benefit trap!

Under the bonnet

• Investment

Climate change investing – Big challenge, big opportunity

The Pulse

• Investment

The Pulse – April 2023

• Financial Planning

Why does it always rain on me?

• Financial Planning

Class 3 National Insurance contributions

Under the bonnet

• IHT & estate planning
• Investment
• Tax planning

Under the bonnet: The Alternative Investment Market – it’s a relief

• Investment

It’s all about confidence

The Pulse

• Investment

The Pulse – March 2023

• Financial Planning

Planning for changes to Capital Gains Tax (CGT)

• Investment

The road to recovery is winding

• Financial Planning
• Tax planning

Are cash rates interesting or taxing?

The Pulse

• Investment

The Pulse – February 2023

• Financial Planning

Could equity release now be a valid option?

The Pulse

• Investment

The Pulse – January 2023

• Financial Planning
• Investment

Legislation change….helping not hindering the investor

• Financial Planning

Retirement villages: the balance of cost and comfort

• Investment

2022 – The year in charts

• Other

Meet Equilibrium’s first-ever clients

• Investment
• Other

A review of our platforms

• Financial Planning
• Financial Wellbeing

The Equilibrium way

• Other

Top 10 wellbeing tips

• Financial Planning

How to plan for the future

The Pulse

• Investment

The Pulse – December 2022

• Financial Planning
• Investment

Insignis – our new cash management solution

• Financial Planning

2022 Budget Response – Everything you need to know

• Financial Planning
• Financial Wellbeing

Investing in your wellbeing

• Financial Planning
• Financial Wellbeing

Saving our financial wellbeing from our energy-saving brain

• Financial Planning

Unlock the power of your VCT

Under the bonnet

• Investment

Under the bonnet: Take off or terminal?

The Pulse

• Investment

The Pulse – October 2022

• Investment

Investment bulletin on the “mini-Budget”

Under the bonnet

• Investment

Under the bonnet: Running out of gas – why the price bubble?

The little black book

• Investment

The little black book of active ownership

Under the bonnet

• Investment

Under the bonnet: Stock markets – spot the difference

The little black book

• Investment

The Little Black Book of impact investing

• Investment

Short-term pain for long-term gain

• Financial Planning
• Investment

Keep calm and don’t panic

The little black book

• Investment

The Little Black Book of government finances

• Financial Planning

What do you want your money for?

Under the bonnet

• Investment

Under The Bonnet – Inflation hedging

• Financial Planning
• IHT & estate planning

What’s the meaning behind your money?

• Financial Planning
• IHT & estate planning

Letters of love

• Financial Planning
• Investment

Risk and sex

• Financial Planning
• Investment

The rollercoaster, ice swan and turkey farm

• Investment

The rhino bond

Under the bonnet

• Investment

Under The Bonnet – Alternative Investment Market (AIM)

The little black book

• Investment

The Little Black Book of Non-Fungible Tokens (NFTs)

• Financial Planning
• IHT & estate planning

Family Investment Companies – protecting your family wealth

• Financial Planning
• IHT & estate planning

The power of conversation

Under the bonnet

• Investment

Under The Bonnet – Defined Returns – where’s the catch?

The little black book

• Investment

The Little Black Book of ‘active’ vs ‘passive’ fund management

• IHT & estate planning

Bloodlines and Albatrosses

• Financial Planning
• IHT & estate planning

Beware the inheritance tax sledgehammer

• Financial Planning
• IHT & estate planning

Mum. Dad. Let’s talk.

The little black book

• Investment

The Little Black Book of Risk and Volatility

Under the bonnet

• Investment

Under The Bonnet – Hedging the Risk

• Financial Planning
• Investment
• Tax planning

VCT conveyor belt – a new string to your retirement bow

• Financial Planning
• IHT & estate planning
• Tax planning

New year, new start – know your financial checklist

• Investment

Seed Capital – Investing in Forestry

• Charity
• IHT & estate planning

The gift aid brain teaser

• Charity
• IHT & estate planning

Give more, Leave more – Powerful Philanthropic Legacies

• Other

ESG for SMEs

• Financial Planning
• Other

Get your kids invested in investing

• Investment

In a nutshell: quantum computing

• Other

In a nutshell: genomics

• Other

In a nutshell: digital and cryptocurrencies

• Other

Employee ownership trusts

• IHT & estate planning

5 top tips to prepare your children for their inheritance

• Investment

In a nutshell: blockchain

• About Equilibrium
• Investment

ESG: Discover the future of investing

• Investment
• Other

Restoring the UK’s financial health

• About Equilibrium
• Investment

A new horizon

• Investment

In a nutshell: artificial intelligence

• IHT & estate planning

A quick guide to inheritance tax

• Investment
• Other

Switched on

• About Equilibrium
• Other

Culture, values and an elegant exit

• Financial Planning
• IHT & estate planning
• Tax planning

Working together

• Charity
• Financial Planning
• IHT & estate planning

Finding a purpose for your wealth

• Other

Confidence and clarity in an uncertain world

• About Equilibrium
• Other

Human doings

• About Equilibrium
• Investment

Project Phoenix

• Investment
• Other

Safe as houses?

• Investment

Sifting for gold

• IHT & estate planning

Double dips and top tips

• Other

Perfecting probate

• Investment

Global equity strategy

• Other

Hope for the best, prepare for the worst

• Other

I’m worried about mum

• Financial Planning

Keep your finances shipshape

• Investment

Danger ahead: lifestyle investing

• Other

Who wants to live forever?

• Other

Talkin’ about their generation

• Charity

Recycling lives

• Charity
• Tax planning

Giving your best

• Tax planning

Timeless trusts

• Other

Acting locally, not thinking globally

• Investment

The Attenborough effect

• Financial Planning
• Investment

Future fortunes

• Financial Planning
• IHT & estate planning

Are your kids ready for your money?