Downloads

Investment Management

Nov 2021 – Fish Saltus Guide to Self Invested Personal Pensions

July 2021 – Smart Money Magazine, Summer 2021

Apr 2021 – Smart Money Magazine, Spring 2021

Jan 2021 – Smart Money Magazine, Winter 2021

Oct 2020 – Smart Money Magazine, Autumn 2020

Jul 2020 – Smart Money Magazine, Summer 2020

Apr 2020 – Smart Money Magazine, Spring 2020

Apr 2020 – Spring 2020 Market Outlook

Jan 2020 – A Guide to Setting Financial Goals

Nov 2019 – A Guide to Investing for a Child’s Future

Mar 2019 – A Guide to Wealth Creation

Dec 2018 – Governance Report – Monthly Update – December 2018

Nov 2018 – Quarterly Market Outlook – Winter 2018

Nov 2017 – Analysis of Fixed Income Investments in a Rising Rate Environment

Oct 2017 – Quarterly market outlook – Autumn 2017

Sept 2017 – Monthly governance update

Apr 2017 – Investment governance process

Apr 2017 – Investment case study

Apr 2017 – Investments – Active Management

Pensions

Nov 2021 – Fish Saltus Guide to Self Invested Personal Pensions

Nov 2020 – Fish Saltus Guide to Self Invested Personal Pensions

Jan 2020 – A Guide to Pension Freedoms

Nov 2019 – A Guide to Planning for Your Retirement

Sep 2018 – A Guide to Self-Invested Personal Pensions

Jan 2018 – A Guide to Pensions & Divorce

Digital Guides

July 2021 – Fish Saltus Guide to Inheritance Tax Planning

July 2021 – Fish Saltus Guide to Critical Illness Cover

July 2021 – Fish Saltus Guide to Portfolio Diversification

May 2021 – Fish Saltus Relevant Cover for Small Businesses

May 2021 – Fish Saltus Tax Aide Memoire 2021

May 2021 – Fish Saltus Guide to The Future of Retirement

May 2021 – Fish Saltus Guide to Passing Assets

May 2021 – Fish Saltus Guide to 6 Principles of Investment

Mar 2021 – Fish Saltus Guide to Budget 2021

Mar 2021 – Fish Saltus Guide to Lifestyle Protection

Mar 2021 – Fish Saltus Guide to Pension Consolidation

Mar 2021 – Fish Saltus Guide to Investing for Life’s Journey

Jan 2021 – Fish Saltus Guide 2020/21 Year-End Tax Planning

Jan 2021 – Fish Saltus Guide to Designing Your Own Lifestyle Plan

Jan 2021 – Fish Saltus Guide to Individual Savings Accounts (ISAs)

Nov 2020 – Fish Saltus Guide to Spending Review 2020

Nov 2020 – Fish Saltus Guide to Wealth Preservation

Nov 2020 – Fish Saltus Guide to Self Invested Personal Pensions

Nov 2020 – Fish Saltus Guide to Cashflow Modelling

Oct 2020 – Fish Saltus Tax Aide-Memoire

Jul 2020 – Fish Saltus Guide to the Summer 2020 Mini-Budget

May 2020 A Guide to Investment Insights

May 2020 A Guide to Investment Diversification

May 2020 A Guide to Life Insurance Protection

Mar 2020 – A Guide to Budget 2020

Jan 2020 – A Guide to Estate Preservation

Jan 2020 – A Guide to Pension Freedoms

Jan 2020 – A Guide to Setting Financial Goals

Nov 2019 – A Guide to Planning For Retirement

Nov 2019 – A Guide to Investing For A Child’s Future

Nov 2019 – A Guide to Income Protection Insurance

Sep 2019 – A Guide to Critical Illness

Sep 2019 – A Guide to Estate Planning

Sep 2019 – A Guide to Investment Risk

Jul 2019 – A Guide To Creating The Life You Want

Jul 2019 – A Guide to Risk Management

Jul 2019 – A Guide To Life Insurance

May 2019 – A Guide to Wealth Preservation

May 2019 – A Guide to Retirement Countdown

May 2019 – A Guide to Tax Matters

Mar 2019 – A Guide to ISAs

Mar 2019 – A Guide to Wealth Creation

Mar 2019 – A Guide to Year End Tax

Jan 2019 – A Guide to Lasting Powers of Attorney

Jan 2019 – A Guide to Retirement Planning

Jan 2019 – A Guide to Setting Investment Goals

Nov 2018 – A Guide to Shareholder Protection

Nov 2018 – A Guide to Later Life Care

Nov 2018 – A Guide to Growing Your Wealth

Aug 2018 – A Guide to SIPPs

Aug 2018 – A Guide to Protecting Yourself From Scams

Aug 2018 – A Guide to Asset Allocation

Aug 2018 – A Guide to Protection Planning

Jul 2018 – A Guide to Investing

Jul 2018 – A Guide to ISAs

May 2018 – A Guide to Inheritance Tax

May 2018 – A Guide to New Year Tax Planning

May 2018 – A Guide to Retirement Planning

Mar 2018 – A Guide to Stock Market Turbulence

Mar 2018 – A Guide to Lifestyle Planning

Mar 2018 – A Guide to Income Protection

Mar 2018 – Spring Statement 2018

Jan 2018 – A Guide to Pensions and Divorce

Jan 2018 – A Guide to Estate Preservation

Jan 2018 – A Guide to Year End Tax Planning

Forms

Fish Saltus Tax Tables 2021-22

Data Protection Statement

Expenditure Questionnaire

Letter of Authority

Risk Profile Questionnaire