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Blog
Your new tax year checklist 4 min read
29/04/2024
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).
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.
06/04/2024
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.
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.
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.
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.
12/03/2024
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.
06/03/2024
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.
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.
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.
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.
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.
08/01/2024
3 min read