The financial planning journal

Some ideas, regularly refreshed, about how you can make the most of your wealth and plan for your future.

18 October 2021

Just married? Your financial tick list

4 October 2021

Investing for children
Too many pensions how to get organised

4 August 2021

Too many pensions? How to get organised…
reliant-on-your-income

26 July 2021

Reliant on your income? How to make sure it never stops…
property or investing

20 July 2021

Property or investing? How to save huge amounts in tax…
700,000-in-your-pension-pot

6 July 2021

£700,000 in your pension? The lifetime allowance could mean you are being taxed at 55%
Protecting-your-life-2.0

28 June 2021

Do I need protection in retirement?
Pay off your mortgage twice as fast graphic

21 June 2021

High earner? Pay off your mortgage twice as fast
250,000-in-your-pension-pot

15 June 2021

£250,000 in your pension? How to retire early…
How-much-do-you-need-to-retire

7 June 2021

How much do you need to retire?
Expression-of-wish-form

1 June 2021

What is an expression of wish form and why update it?
Think--you'll-spend-less-in-retirement

25 May 2021

Think you’ll spend less in retirement? Think again…
Why life insurance matters graphic

17 May 2021

60% risk losing millions, why life insurance matters
Mental-health-awareness-week

14 May 2021

Mental Health Awareness Day at Saltus
Talking-about-money will make you wealthier

14 May 2021

Why talking money will make you and your family wealthier…
Does-money-buy-happiness

4 May 2021

Does money buy happiness?
How-to-find-the-right-financial-adviser

26 April 2021

How to find the right financial adviser for you
Financial planning how to get started

12 April 2021

Financial planning… how to get started, a simple first step

6 April 2021

Compounding… the secret to making money
Your-home-is-not-an-asset

30 March 2021

Your home is not an asset or an effective pension pot!
three questions for retirement

22 March 2021

3 questions to help you rethink retirement
Financial toolkit end of tax year

10 March 2021

Your end of tax year financial toolkit
5 money must dos before the end of the tax year

9 March 2021

5 money must dos before the 5th of April
International-womens-day

8 March 2021

International Women’s Day, hear from our brilliant women
Carry forward pensions

2 March 2021

Carry forward – an industry secret to make up to £32,000
CGT-allowance-eoty

23 February 2021

Save thousands using your CGT allowance
60% tax trap

16 February 2021

Earning over 100k? how to get 60% tax relief
save-10-lightbulb

9 February 2021

The 10% income boost you could be missing out on
72% risk free returns

1 February 2021

An investment that gives a 72% return overnight
lifetime allowance

21 January 2021

How to manage the Lifetime Allowance to make your retirement savings work harder…
South Downs Challenge

7 October 2019

South Downs challenge