Resources filtered by:IHT & estate planning

• Financial Planning
• IHT & estate planning

The Payne of not having a Will

• Financial Planning
• IHT & estate planning
• Tax planning

Riding the waves

• About Equilibrium
• Charity
• Cyber security

Equinox – Spring 2025

In this edition, you’ll find a variety of expert articles addressing the latest impact on pensions, the opportunities presented by investment bonds, as well as innovative approaches to estate planning, and much more.

• Financial Planning
• IHT & estate planning
• Investment

Changing times

• About Equilibrium
• Cyber security
• Financial Planning

Equinox – Autumn 2024

In a constantly changing world, staying informed and making smart financial choices is more important than ever. Inside, you’ll discover a variety of insightful and informative articles designed to help you confidently navigate today’s financial landscape.

• IHT & estate planning

The ultimate guide to an inherited property

• Financial Planning
• IHT & estate planning

The great wealth transfer

• Financial Planning
• IHT & estate planning
• Tax planning

Budget bombshells?

• Financial Planning
• IHT & estate planning

Probate done properly

• Financial Planning
• Financial Wellbeing
• IHT & estate planning

This is your life plan

• About Equilibrium
• Charity
• Cyber security

Equinox – Autumn 2023

In this issue of Equinox, we focus on the expansion of the Equilibrium experiences following the success of our masterclasses that we launched earlier this year.

• Financial Planning
• IHT & estate planning

Good grief

• About Equilibrium
• Charity
• Financial Planning

Equinox – Spring 2023

In this issue of Equinox, we take a closer look at the experiences we offer as part of our client-led service and the first two topics of our latest evolution – the masterclass series.

Under the bonnet

• IHT & estate planning
• Investment
• Tax planning

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

• About Equilibrium
• Charity
• Financial Planning

Equinox – Autumn 2022

This issue explores the concept of financial wellbeing and features advice from business professionals on how to live a life that brings you joy, based on your own values, beliefs, and objectives. It's not about how much you have, but rather what you do with it.

• Financial Planning
• IHT & estate planning

What’s the meaning behind your money?

• Financial Planning
• IHT & estate planning

Letters of love

• About Equilibrium
• Charity
• Financial Planning

Equinox – Spring 2022

In this issue, we explore topics centred around empowering you to live the life you want, look after those you love and leave a powerful legacy.

• Financial Planning
• IHT & estate planning

Family Investment Companies – protecting your family wealth

• Financial Planning
• IHT & estate planning

The power of conversation

• 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.

• Financial Planning
• IHT & estate planning
• Tax planning

New year, new start – know your financial checklist

The Equilibrium edit

• Charity
• IHT & estate planning

How to gift well

• Charity
• IHT & estate planning

The gift aid brain teaser

• Charity
• IHT & estate planning

Give more, Leave more – Powerful Philanthropic Legacies

• About Equilibrium
• Charity
• Financial Planning

Equinox – autumn 2021

This issue uncovers why your bank account should come with a warning, how to achieve high performance as well as delving into ‘horizon planning’, our brand-new method of financial planning to ensure you can live the life you want.

• Financial Planning
• IHT & estate planning

Inheritance tax: look after those you love and leave a powerful legacy

• IHT & estate planning

All about inheritance tax planning

• IHT & estate planning

5 top tips to prepare your children for their inheritance

• Financial Planning
• IHT & estate planning

Live the life you want: your financial plan

• About Equilibrium
• Charity
• Financial Planning

Equinox – spring 2021

This issue uncovers why your bank account should come with a warning, how to achieve high performance as well as delving into ‘horizon planning’, our brand-new method of financial planning to ensure you can live the life you want.

• IHT & estate planning

A quick guide to inheritance tax

• IHT & estate planning

Inheritance tax & intergenerational planning series

• Financial Planning
• IHT & estate planning
• Tax planning

Working together

• Charity
• Financial Planning
• IHT & estate planning

Finding a purpose for your wealth

• About Equilibrium
• Charity
• Financial Planning

Equinox – autumn 2020

This edition explores a range of topics including the important role of culture in a business, how to deal with the current uncertainty in the world & why we’re setting fire to our investment process!

• IHT & estate planning

Inheritance tax & intergenerational planning recording

• Financial Planning
• IHT & estate planning

Reasons to be proactive – specific actions

• IHT & estate planning

Inheritance Tax & Intergenerational Planning – 29 September 2020

• IHT & estate planning

Double dips and top tips

• About Equilibrium
• Charity
• Financial Planning

Equinox – spring 2020

This edtition discusses a range of topics including how to keep your financial plan shipshape, the shift in corporations towards a more philanthropic future, and we have also included a sneak peek of our new offices.

• About Equilibrium
• Charity
• Financial Planning

Equinox – autumn 2019

Equinox is the half yearly investment magazine from Equilibrium that provides expert commentary and analysis of the economy and financial world. Alongside providing an overview of investment funds and asset performance, it also delves into a range of current topics such as the widening wealth gap, ethical investing and even travel!

• Financial Planning
• IHT & estate planning

Are your kids ready for your money?

• Charity
• IHT & estate planning
• Tax planning

Knowing about charitable giving

• Financial Planning
• IHT & estate planning

Preparing for your children’s future

• About Equilibrium
• Charity
• Financial Planning

Equinox – autumn 2014

Equinox is the half yearly investment magazine from Equilibrium that provides expert commentary and analysis of the economy and financial world. Alongside providing an overview of investment funds and asset performance, it also delves into a range of current topics.

• About Equilibrium
• Financial Planning
• IHT & estate planning

Equinox – spring 2012

Equinox is the half yearly investment magazine from Equilibrium that provides expert commentary and analysis of the economy and financial world. Alongside providing an overview of investment funds and asset performance, it also delves into a range of current topics.