Fish Saltus
Share
We help our clients on their journey to financial independence. Translating complex jargon filled financial issues into plain speaking.
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
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’.
Click here to claim your Sponsored Listing.
Category
Contact the business
Telephone
Website
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 |
