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Equinox – Spring 2022
Our half-yearly investment magazine provides expert commentary and analysis of the economy and financial world. This issue explores the meaning behind your money, empowering you to live the life you want, look after those you love and leave a powerful legacy. Get your free copy today!
How to gift well
Knowing how to gift well not only helps the cause you want to support, but also empowers you too. With this in mind, we thought we’d share our 12 useful things to know when gifting to charity
The gift aid brain teaser
When you’re thinking of making a gift to charity, you may end up in an infinite loop of tax relief and rebates. Financial Planner, Ben Rogers, explains the most efficient way to gift as you intend.
Give more, Leave more – Powerful Philanthropic Legacies
Helping those less fortunate or in need can be incredibly rewarding, however, there are some interesting tax benefits that can be gained. Our very own Chartered Financial Planner, Ben Rogers, explains how.
Equinox – autumn 2021
In this issue we explore ‘ESG’ (environmental, social and governance) investing, the challenge to create a better future for all and how we can use wealth to make the world better.
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.