Tax-efficient investing

Discover the joy of tax.

Rest easy knowing Saltus is on top of your finances, for a more enjoyable experience…

Safe in our hands...

£4bn+

assets under management

20

years working with clients

200+

employees

98%

client retention rate

£4bn+

assets under management

20

years working with clients

200+

employees

98%

client retention rate

The more tax you pay, the harder your investments have to work to grow your wealth effectively. We’ll help you make the most of the reliefs available to you so you can grow your wealth faster and reduce your overall tax burden.

What are the benefits of effective tax planning?

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How can Saltus help?

Saltus Financial Planning is a ‘Chartered’ financial planning firm. It is a recognition provided to only a small number of firms that are at the forefront of our profession.

Achieving Chartered status means that we have met the highest standards for technical competence in the advice we provide to clients. It also demonstrates our dedication to continued professional development and shows that our clients are at the heart of everything we do.

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We have been helping our clients reduce their tax burden for almost 20 years.  Not only do we have an award-winning team of advisers that are experts in tax-efficient structuring, but we also have some of the country’s foremost pension experts on the team. 

As an independent financial planning firm, we are able to provide objective advice that is aligned with your best interests. We can offer the best of both worlds, either selecting from in-house investment strategies managed by Saltus Asset Management or from an alternative provider, depending on your objectives.

The Saltus Asset Management team have a long track record of producing superior risk-adjusted returns. This has been in part due to consistently identifying managers who outperform their benchmarks.

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You’ll be working with a highly qualified financial planner to build your tax-efficient investment strategy. They have everything at their fingertips to provide what you might need to support your financial journey:

  • Award-winning and industry leading investment solutions.
  • Our own in-house platform and proprietary app so you can view all your financial information and performance at the touch of a button. 
  • Our own Saltus pension wrapper and the ability to provide any other tax-wrappers you require.
  • Insurance solutions to ensure your family are looked after should the worst happen. 

Our financial planning services can help you achieve your goals in life, whether it’s planning for retirement, consolidating your assets or investing your money…

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Do you want to improve your tax position?

The more tax you pay, the harder your investments must work to grow your wealth. Our advisers can provide practical advice to help reduce your tax bill. Get in touch to discuss how we can help you.

Request a call back

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What our clients have to say about us...

Watch the below testimonials from Saltus clients to hear what it's like to be one of our clients and how we have helped others like you...

Financial planning frequently asked questions…

  • Cashflow planning
  • Retirement planning
  • Pension advice
  • Inheritance tax planning
  • Investment advice
  • Tax efficient structuring
  • Protection – life, income, critical illness and business insurance
  • Financial planning for divorce
  • Financial planning pre and post business sale
  • Specialist personal injury advice

We work with individuals from all walks of life and have a diverse client list consisting of people from professional backgrounds (including senior executives, entrepreneurs, lawyers, accountants, consultants and others) and non-professional backgrounds alike.

We typically work with clients with £250,000 or more in investable assets.

This has to be one of the most common questions we are asked as financial planners. The reality is that everyone is different. We’ll take the time to analyse what you spend now, and how this may change in retirement to help provide you with a precise answer. We have written an article on the subject, if you’d like to find out more

We work in partnership with our clients and can take care of all your needs in one place, all supported by industry leading technology.

As well as surrounding you with a team of highly qualified individuals, we have our own platform, can provide the tax wrappers you require, source investment solutions from the wider market or from our award-winning asset management team, and review your protection needs to ensure your family are looked after should the worst happen. 

Once you have contacted us, we’ll have an initial discussion to understand more about what you are trying to achieve and how your existing assets and investments are structured. We’ll then have some further meetings to garner an in-depth understanding of your requirements and provide you with a report that outlines our recommended financial plan. 

There’s no charge for the initial steps. As our plans are bespoke to your objectives, charges will depend on what’s recommended to you. These will be outlined in full before you progress with us. 

Request a call back...

Contact us today to discuss how we can help you.
Alternatively, you can call us on 01489 663700 (Open Mon-Fri, 9am – 5pm)

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Who we work with:

  • Individuals with £250,000 or more in investable assets. This includes pensions, ISAs, other tax-wrappers and cash available for investment.
  • Institutions
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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.

About Saltus?

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

Winner

Best Financial Advisers to Work For

Finalist

Investment Performance: Balanced Portfolios

Finalist

Financial Planning Firm of the Year: Small to Medium Firm

Winner - Silver

Financial Planning Firm of the Year (Large)

Winner

Best Financial Advisers to Work For

Finalist

Investment Performance: Balanced Portfolios

Finalist

Financial Planning Firm of the Year: Small to Medium Firm

Winner - Silver

Financial Planning Firm of the Year (Large)

£4bn+

assets under management

20

years working with clients

200+

employees

98%

client retention rate

£4bn+

assets under management

20

years working with clients

200+

employees

98%

client retention rate

Saltus Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. Information is correct to the best of our understanding as at the date of publication. Nothing within this content is intended as, or can be relied upon, as financial advice. Capital is at risk. You may get back less than you invested. Tax rules may change and the value of tax reliefs depends on your individual circumstances.

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