Webinars and guides

One high earner in the household? Key financial planning steps to avoid overpaying tax in retirement
17 October 2023

In conversation with Tom Merchant and Jack Munday

Tom Merchant
Jack Munday
Chartered Financial Planner Jack Munday discusses with Tom Merchant ways in which he helps couples structure their retirement when one of them is a high earner.
Alternatives: the integral role they play in portfolios
27 July 2023

In conversation with Tom Merchant and Charles Ambler

Tom Merchant
Charles Ambler
In this webinar, Tom Merchant and Charlie Ambler explore how the Saltus Asset Management team use alternative asset classes to enhance client portfolios.
How do you take advantage of the lifetime allowance abolition?
05 April 2023

In conversation with Tom Merchant and Philip Bevan

Tom Merchant
Philip Bevan
Tom Merchant and Phil Bevan will look to delve into the detail and analyse what this means for clients’ financial plans. They will look to explain what the changes are, when they will be rolled out and most importantly how will this affect retirement planning.
Protecting your money: how we manage portfolios during market turmoil
16 December 2022

In conversation with Tom Merchant and Charles Ambler

Tom Merchant
Charles Ambler
In this webinar, Tom Merchant and Charlie Ambler explore how to build portfolios designed to navigate market turbulence. They will run through some of the key market related concerns and questions Saltus advisers are hearing most frequently from their clients. 
Financial planning – what everyone should know when starting work
15 September 2022

In conversation with Jack Munday and Tom Merchant

Jack Munday
Tom Merchant
In this webinar, Tom Merchant and Jack Munday explore what are the fundamentals people should be aware of when starting work. They run through the financial planning gaps most commonly missed by people at the early stages of their careers with potentially detrimental effects on their eventual retirement. 
Preparing for retirement
09 June 2022

In conversation with Jack Munday and Jordan Gillies

Jack Munday
Jordan Gillies
In this webinar, Jordan Gillies and Jack Munday explore everything there is to know about preparing for retirement. They run through all the questions we get asked at Saltus by individuals nearing retirement including 'How much do I need to retire comfortably?'
Active vs Passive investing – is passive better than active management
11 June 2021

In conversation with Michael Stimpson and Jordan Gillies

Michael Stimpson
Jordan Gillies
The debate about active and passive management has been ongoing for several years. Active managers make investment decisions in an effort to outperform their benchmark, while passive managers simply track an index to gain exposure to a market. Mike and Jordan discuss the merits of both approaches, how the Saltus team have successfully selected active managers and when it's more appropriate to deploy a passive solution.
The Lifetime allowance – could it affect you
09 March 2021

In conversation with Jack Munday and Jordan Gillies

Jack Munday
Jordan Gillies
In this webinar, Jordan Gillies and Jack Munday explore everything there is to know about the Lifetime allowance. Many individuals believe that the Lifetime allowance won’t affect them but those with £700,000 in their pension can easily breach the LTA in around 7 years. Young high earners often get caught out as well by only building wealth in their pension so the implications can be far reaching. Jack and Jordan will discuss how prevention can be better than cure and the steps you can take if you are nearing the limit…
Protecting your most important asset
08 January 2021

In conversation with Jack Munday and Jordan Gillies

Jack Munday
Jordan Gillies
We insure our homes, cars and holidays without a second thought but, more often than not, we fail to protect our most valuable assets – ourselves. Jack Munday and Jordan Gillies provide a comprehensive overview of how to protect yourself more effectively.
Making money in 2020 – how we did it and what’s next
01 December 2020

In conversation with Michael Stimpson and Jordan Gillies

Michael Stimpson
Jordan Gillies
Michael Stimpson and Jordan Gillies consider how Saltus Investment Managers (SIM) have successfully delivered strong returns for clients regardless of the head winds faced and also turn their thoughts to 2021.
Planning through a crisis
15 October 2020

In conversation with Philip Bevan and Jordan Gillies

Philip Bevan
Jordan Gillies
COVID-19 has made 2020 a difficult year and as we head into winter, we are seeing it rear it's head again. Times of crisis can be unnerving when it comes to your personal finances and we’re here to help. Phil Bevan and Jordan Gillies consider how to prepare and manage your finances through challenging periods like these. They will explore the importance of a plan, how to approach cash reserves, the effect of panic selling and how organisation and consolidation can provide clarity and comfort.
How much do I need?
08 September 2020

In conversation with David Norton and Jordan Gillies

David Norton
Jordan Gillies
We insure our homes, cars and holidays without a second thought but, more often than not, we fail to protect our most valuable assets – ourselves. Jack Munday and Jordan Gillies provide a comprehensive overview of how to protect yourself more effectively.
How much do you need to retire and more… How much do you need to retire and more… How much income do you need to be comfortable, how much do you need invested and how to pay less tax...
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 an 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...
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