Webinars and guides

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?'

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.

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…

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.

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.

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 a 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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