Insights Insights from our partners at Saltus Filter by topic... Financial planning Investment management All Financial planning Investment management Asset allocation update May 2026 What is a good pension pot? Reflections of the CIO April 2026… Rising gilt yields and elevated equity markets Global markets, local pain: Geopolitics and the cost of living Whole of life insurance explained Business exit planning for UK entrepreneurs Key tax changes for 2026/27 Reflections of the CIO March 2026… Q1 2026 investment update In-specie vs cash transfers: Key differences explained A guide to General Investment Accounts Iran war: How global markets are responding Asset allocation update March 2026 Reflections of the CIO February 2026… New IHT changes explained for business owners and farmers How much do you really need to retire? Is £2 million enough? Tax year end 2025/26 Reflections of the CIO January 2026… UK bond markets: What they are and why they matter Asset allocation update January 2026 A guide to UK inheritance tax Q4 2025 Investment update Financial planning in your 30s and 40s Reflections of the CIO December 2025… Financial tips for 2026 What nobody tells you about early retirement 2025 in review: Financial planning lessons for a year of global shifts 2026 Investment outlook Reflections of the CIO November 2025… 2025 Autumn Budget analysis How to transfer your UK pensions The 2025 Autumn Budget headlines explained Smart gifting strategies for inheritance tax planning Asset allocation update November 2025 The Autumn Budget 2025 Reflections of the CIO October 2025… Can I retire with a £250k pension pot? Estate planning guide Intergenerational wealth management A guide to VCTs Reflections of the CIO September 2025… Q3 2025 Investment update UK bond yields are surging Will your pension last your lifetime? Active vs passive investing
