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Your new tax year checklist 4 min read

Are you ready for the new tax year? Find out how to make sure your savings and investments are as tax efficient as possible by using the available allowances.

Blog

New ISA rules: 3 key changes

The start of the new tax year on 6 April will usher in some important changes for individual savings accounts (ISAs).

Zoe Brett
Zoe Brett,

15/04/2024

3 min read

Financial Planning

Tax rates & allowances

How much tax do we pay? This page summarises the main rates and allowances. The current tax year runs from 6 April 2024 to 5 April 2025.

5 min read

Blog

Why B Corp month is more important than ever

EQ's Joint CEO Sophie Kennedy reflects on this year’s B Corp month.

Sophie Kennedy
Sophie Kennedy,

03/04/2024

3 min read

Blog

Investment Trusts: a rare opportunity

Investment trusts have been around since the 1860s and right now, an awful lot of them look like long-term bargains.

Andrew Rees
Andrew Rees,

26/03/2024

4 min read

Blog

Going green with your ISA

At EQ Investors, we offer a wide range of sustainable investment options across the green investment universe which can be tailored to suit your goals.

Jeannie Boyle
Jeannie Boyle,

15/03/2024

5 min read

Blog

An update on our progress to net zero

When we announced our climate commitments in 2019, we also committed to transparency in sharing our learnings.

4 min read

Blog

Spring Budget 2024: What it means for your money

Here are the main points outlined by the Chancellor in what is expected to be the final Budget before the general election.

5 min read

Blog

B Corp Month 2024

Every year during March, the global B Corp Community come together to celebrate everything it means to be a B Corp, raising awareness of the movement across the world.

Ben Faulkner
Ben Faulkner,

01/03/2024

3 min read

Blog

‘Bed & ISA’ explained

With the dividend tax allowance dropping from 6 April 2024, now is the time to maximise your ISA allowance. A Bed & ISA involves transferring assets held outside of a tax wrapper into an ISA so any future capital growth or income on these assets is sheltered from tax.

Zoe Brett
Zoe Brett,

21/02/2024

3 min read

Blog

Everything you need to know about the end of the tax year

The end of the tax year is an opportunity to take advantage of tax-efficient wrappers and potential government bonuses on some products.

Andrew Birrell
Andrew Birrell,

13/02/2024

4 min read

Blog

EQ Investors’ five-star PRI rating

EQ Investors has been a signatory to the Principles for Responsible Investment since 2019. Each year, we complete a rigorous disclosure of our sustainable investing practices as part of our obligation as a signatory, and PRI in turn provides an evaluation of our practices and rates us relative to our peers in a variety of categories.

Ben Faulkner
Ben Faulkner,

05/02/2024

3 min read

Blog

Keep your financial goals on track in 2024

Put yourself on the best financial footing possible for the New Year.

Zoe Brett
Zoe Brett,

08/01/2024

3 min read

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