How much do you need to retire and more...

Download our 5 step guide to retirement and pension planning

An illustration of a man sitting in a bathtub relaxing

Please enter your details to access the guide

Firstname is required
Surname is required
Please enter a valid email address
Phone number is required
Postcode is required

We will treat your personal information with respect. By submitting this form, you understand that we will process your information in accordance with our privacy policy, and that you may receive ongoing insights from Saltus by email, phone or post.

Our retirement guide includes:

The income needed for a ‘comfortable’ retirement

  • a pension plan that suits you
  • retirement and pension research and what it reveals

How much you need to retire

  • the famous 4% rule
  • making use of cash flow planning

How to generate a 72% risk-free return

  • making the most of your pension
  • salary sacrifice

Tax-efficient investing in retirement

  • using tax wrappers to reduce the tax you pay in retirement
  • remaining a basic rate tax payer in retirement with a high income level

The importance of having a plan

  • avoiding common mistakes
  • having clear financial objectives

Planning for your retirement can feel like a challenge. At Saltus, we help you retire with confidence…

Download our 5 step guide to retirement and pension planning

Download

Why Saltus?

Find out more about our award-winning wealth management services…

Finalist

Financial Advisory Firm of the Year

Finalist

Client Relationships Award

Winner

Financial Services, Banking and Insurance Firm of the Year

Finalist

Investment Performance Cautious Portfolios

£2.2bn+

assets under management

18

years working with clients

30+

advisers and investment managers

130+

employees

Other guides you may like...

How to avoid the 60% tax trap and more… How to avoid the 60% tax trap and more… Did you know that people earning over £100,000 can pay a effective tax rate of 60%?
Intelligent investing for portfolios over £250k Intelligent investing for portfolios over £250k Find out how to generate risk adjusted returns like a professional...
Get in touch with Saltus…