Webinars and guides

Protecting your most important asset
Protecting your most important asset

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.

The Budget – boom or bust, how does it affect you
The Budget – boom or bust, how does it affect you

The spring Budget has the potential to be a momentous event as the Chancellor looks to overturn the crippling effect coronavirus has had on the UK economy. Jack Munday and Jordan Gillies consider what changes to expect in the new tax year; how these could impact your personal finances, the future of capital gains tax rates and the consequent outlook for the UK economy.

The Lifetime allowance – could it affect you
The Lifetime allowance – could it affect you

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…

Making money in 2020- how we did it and what’s next
Making money in 2020- how we did it and what’s next

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.

Cover of the 'Avoid the 60% tax trap and more' guide Avoid the 60% tax trap and more

Did you know that people earning over £100,000 can pay a marginal tax rate of 60%? It sounds excessive, but it’s the default position taken by HMRC.

Cover of the 'How to prepare for retirement' guide How to prepare for retirement

Preparing for your retirement can be emotionally and financially challenging. There are some significant choices to make and complex tax rules to navigate. With this guide, you can retire with confidence by learning how to successfully harness your pension and make effective use of tax wrappers. 

Get in touch with Saltus…