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How much do you need to retire and more...

Download our 5 step guide to retirement and pension planning

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Our retirement guide includes:

The income needed for a ‘comfortable’ retirement
  • a pension plan that suits you
  • retirement and pension research and what it reveals
How much you need to retire
  • the famous 4% rule
  • making use of cash flow planning
How to generate a 72% risk-free return
  • making the most of your pension
  • salary sacrifice
Tax-efficient investing in retirement
  • using tax wrappers to reduce the tax you pay in retirement
  • remaining a basic rate tax payer in retirement with a high income level
The importance of having a plan
  • avoiding common mistakes
  • having clear financial objectives

Planning for your retirement can feel like a challenge. At Saltus, we help you retire with confidence…

Download our 5 step guide to retirement and pension planning

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£8bn+

assets under advice

20

years working with clients

350+

employees

97%

client retention rate

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