Insights Insights from our partners at Saltus Filter by topic... Financial planning Investment management All Financial planning Investment management Retirement planning for high earners Q3 2026 investment update Reflections of the CIO September 2026… Triple Lock reform proposed for 2030 Offshore bonds and discretionary trusts Asset allocation update September 2026 Business Asset Disposal Relief: A guide for business owners The Autumn Budget 2026 Reflections of the CIO August 2026… Pension changes 2027: Double taxation? How quickly should you invest? What are gifts with reservation? Student loans: is paying them off early really worth it? Reflections of the CIO July 2026… Financial planning for early retirement Private banking vs wealth management: what’s the difference? 22% tax on ISA cash: What investors need to know for 2027 Asset allocation update July 2026 Q2 2026 investment update Mid-year investment outlook Reflections of the CIO June 2026… VCTs vs GIAs Salary sacrifice for pensions is changing Recalibrating retirement Gifts out of surplus income Reflections of the CIO May 2026… 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
