Webinars and guides

13 November 2024

In conversation with Tom Merchant and Gianpaolo Mantini

The first Labour budget in 14 years has been unveiled, bringing a host of noteworthy changes. Join Tom Merchant and Gianpaolo Mantini as they explore these developments and discuss their potential implications for you. From adjustments to Capital Gains Tax to shifts in pension policies, find out how to effectively navigate this changing landscape and maximise your financial planning in the years ahead.

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

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

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 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

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

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

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

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

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

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 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

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.

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