Financial planning Financial planning insights from our partners at Saltus Filter by topic... All Financial planning Investment management All Financial planning Investment management What is a good pension pot? Rising gilt yields and elevated equity markets Whole of life insurance explained Business exit planning for UK entrepreneurs Key tax changes for 2026/27 In-specie vs cash transfers: Key differences explained A guide to General Investment Accounts 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 UK bond markets: What they are and why they matter A guide to UK inheritance tax Financial planning in your 30s and 40s Financial tips for 2026 What nobody tells you about early retirement 2025 in review: Financial planning lessons for a year of global shifts 2025 Autumn Budget analysis How to transfer your UK pensions The 2025 Autumn Budget headlines explained Smart gifting strategies for inheritance tax planning The Autumn Budget 2025 Can I retire with a £250k pension pot? Estate planning guide Intergenerational wealth management A guide to VCTs Will your pension last your lifetime? Active vs passive investing VAT on private school fees How emotions shape your financial decisions The tapered annual allowance Navigating investment risks in retirement Pension reforms proposed for 2027 Earning over 100k? What is income protection insurance? When can I retire? Capital gains tax (CGT): a guide for UK investors Recalibrating retirement Business relief Offshore bond taxation Planning your finances for marriage Financial freedom: Holistic financial planning for a fulfilling life How to consolidate your pensions A guide to Life Interest Trusts in wills Is £1 million enough to retire? Family Investment Companies (FICs) Tax efficient retirement strategies to maximise your income Tax Year End 2024/25: Your comprehensive checklist The provision and funding of care Top 10 tasks to tick off your list by the end of January The Lifetime Allowance changes and their impact on inheriting a pension Inheritance and Capital Gains Tax A guide to Gift Aid How does the Autumn Budget affect you? Retirement checklist Autumn Budget Peering into the crystal ball 30% flat pension tax relief Top 5 tips to turbocharge your grandchild’s finances The fifth pillar of financial well being Manifesto mayhem Capital Gains Tax The residence nil rate band Planning your family finances in your 40s… Protecting your finances Why young professionals need to plan early… Property or investing? 5 money must dos before the 5th of April L-Day: understanding changes to pensions and allowances What are the benefits of discretionary trusts? Becoming a partner To gift or not to gift? Financial resolutions to keep past January Financial planning round up of 2023 What makes a woman’s wealth journey different? How to make your life easier as a trustee Navigating the road to financial security and fulfilment Pension drawdown: access a flexible retirement income Understanding your 25% tax-free cash entitlement in retirement What is a default fund? Cash flow planning: a guide for UK investors Boost your retirement income Lump sum payments on divorce A guide to the pension lifetime allowance and how to manage it Tax Year End 22/23 Is Hunt’s plan working and what does it mean for the money in your pocket? The Great State Pension Debacle Offshore bonds – a tool for generational planning Will inflation affect your retirement savings? Business relief and AIM – an option for reducing inheritance tax The five pillars of financial wellbeing – what are they and how do you achieve it? Business owner? Why you should contribute to your pension via your limited company The power of your payslip Retirement planning in a recession What is a SIPP and is it right for you? Selling a business? Avoid these common mistakes… Receiving a personal injury award? Financial planning for divorce Just married? Your financial tick list 5 effective ways to invest for your children’s future
