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  • Financial Planning

Pensions dashboard – Less dash, more of a stroll

Mark Barlow
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  • News

Stride by stride: one client’s London Marathon journey

Laura Stewart
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  • Investment

Investment bonds – a new world of opportunity

Andrew Houghton
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  • Other

DeepSeek and deception

Neal Foundly
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  • Financial Planning

Rethinking the bank of mum and dad

Ben Rogers
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  • Financial Planning

Childcare benefits with retirement perks!

Mark Barlow
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  • Financial Planning
  • IHT & estate planning

The Payne of not having a Will

Mark Barlow
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  • Financial Planning

Finding shelter amidst Budget shifts

Lucy Dolan
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  • Financial Planning
  • IHT & estate planning
  • Tax planning

Riding the waves

Sam Patterson
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Equinox 'riding the wave' cover image
  • 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.

Equilibrium
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Events

event masterclass the care conundrum
  • Masterclass

The Care Conundrum

Here, we will take you through the different stages of care and share real-life client stories so you can see how this works in practice.

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10:00 – 12:00
Wilmslow
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event masterclass law in order lasting power of attorney
  • Masterclass

Lasting Power of Attorney

Part of our Law in Order series, this masterclass will provide you with step-by-step guidance on how to create a power of attorney document yourself.

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10:00 – 12:00
Wilmslow
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event masterclass cyber security
  • Masterclass

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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10:00 – 12:00
Wilmslow
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event masterclass law in order lasting power of attorney
  • Masterclass

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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event masterclass rapid responsibility
  • Masterclass

Rapid Responsibility

Financial expert, Ben Harrison, will provide a gentle introduction to the world of financial planning and investment by sharing his expertise and insights.

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© Equilibrium Financial Planning.
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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.