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Monday 9am - 5:30pm Tuesday 9am - 5:30pm Wednesday 9am - 5:30pm Thursday 9am - 5:30pm Friday 9am - 5:30pm

Fish Saltus

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Fish Saltus

Fish Saltus are a highly regarded wealth management firm that provide financial planning advice to HNW clients.

We help our clients on their journey to financial independence. Translating complex jargon filled financial issues into plain speaking.

21/07/2022

2022 - The Story So Far
https://www.saltus.co.uk/investors-digest/2022-the-story-so-far
Saltus Partner Adam Long reviews some of the current investment themes and how markets have responded - with some reasons to be positive.

04/07/2022

Flexible Trusts With Default Beneficiaries
https://fishsaltus.co.uk/news/flexible-trusts-with-default-beneficiaries-2/
Flexible Trusts are similar to a fully Discretionary Trust, except that alongside a wide class of potential beneficiaries, there must be at least one named default beneficiary. Flexible Trusts with default beneficiaries set up in the settlor’s lifetime from 22 March 2006 onwards are treated in exactly the same way as Discretionary Trusts for Inheritance Tax purposes.

27/06/2022

Pension Lifetime Allowance – Take It To The Max
https://fishsaltus.co.uk/news/pension-lifetime-allowance-take-it-to-the-max/
If you’ve been diligently saving into a pension throughout your working life, you should be entitled to feel confident about your retirement. But, unfortunately, the best savers sometimes find themselves inadvertently breaching their pension lifetime allowance (LTA) and being charged an additional tax that erodes their savings

20/06/2022

Responsible Investing Through Your Pension
https://fishsaltus.co.uk/news/the-big-opportunity-responsible-investing-through-your-pension/
Sustainable, environmentally friendly and responsible investing is here to stay. But, while demand is growing among all age groups, genders and income bands, some savers and investors are missing their biggest opportunity for responsible investing, which is through their pension.

14/06/2022

The Bourne Blades FC 2022 Medals Day was held in the sunshine on the Bourne Green on Sunday 12th June.
https://fishsaltus.co.uk/news/bourne-blades-fc-celebrate-medals-day-in-the-sunshine/
There were close to 1000 there as players and their families got together to celebrate the achievements and highlights of the 2021-22 season. With the support of Fish Saltus as proud Principal Partners, the Club now boasts 442 registered players and operates 33 teams, including: 28 minis/juniors teams, 4 dedicated girls teams, 2 mens veterans teams and a fledgling ladies vets team.

07/06/2022

Guide to Investing for Children and Grandchildren - Free Download
https://fishsaltus.co.uk/news/fish-saltus-guide-to-investing-for-children-and-grandchildren/
Sharing your wealth during your lifetime – especially with younger generations facing the pressures of rising house prices and university fees – can really make a difference and bring you great joy too.

07/06/2022

Split Trusts Explained
https://fishsaltus.co.uk/news/split-trusts-explained/
Split Trusts are often used for family protection policies with critical illness or terminal illness benefits in addition to life cover.

23/05/2022

Preserve Your Wealth For Future Generations
https://fishsaltus.co.uk/news/preserve-your-wealth-for-future-generations/
Whether you have earned your wealth, inherited it or made shrewd investments, you will want to preserve your wealth for future generations and ensure that as little of it as possible ends up in the hands of HM Revenue & Customs.

23/05/2022

Discretionary Trusts
https://fishsaltus.co.uk/news/discretionary-trust-2/
With a Discretionary Trust, the settlor makes a gift into Trust, and the trustees hold the Trust fund for a wide class of potential beneficiaries. This is known as ‘settled’ or ‘relevant’ property. For lump sum investments, the initial gift is a chargeable lifetime transfer for Inheritance Tax purposes.

23/05/2022

Ensure You Leave Your Legacy To The Right People
https://fishsaltus.co.uk/news/ensure-you-leave-your-legacy-to-the-right-people/
The reality of our own mortality is a tough subject, but planning ahead and seeking advice on how to pass your assets on tax-efficiently can ensure you leave your legacy to the right people.

12/05/2022

The Evolution of ESG Investments
https://fishsaltus.co.uk/news/the-evolution-of-esg-investments/
Increasing awareness of the threats posed by climate change and the impacts of the COVID-19 pandemic have prompted a desire to move into sustainable ESG Investments (Ethical, Social & Governance) for more than half (51%) of advised UK adults, according a new report[1]. And while the trend is common across the generations, it’s Millennials who are leading the charge.

12/05/2022

Pooled Investment Funds
https://fishsaltus.co.uk/news/have-you-considered-pooled-investment-funds/
Pooled Investment Funds are usually large funds built by aggregating relatively small investments from individuals. A professional fund manager (or a team of fund managers) determines which assets to invest in and then purchases accordingly. They are also known as ‘collective investment schemes’.

Address

Gostrey House, Union Road
Farnham
GU97PT

Opening Hours

Monday	9am - 5:30pm
Tuesday	9am - 5:30pm
Wednesday	9am - 5:30pm
Thursday	9am - 5:30pm
Friday	9am - 5:30pm

Telephone

+441252931265

Website

https://www.fishsaltus.co.uk/

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