Our latest edition of Vision Magazine is now available.
Welcome to the Autumn 2018 issue of Vision Magazine, featuring all the latest news from SG Wealth Management, plus plenty of useful advice from our experts on planning your future…. AND an invitation to our free Estate Planning seminar.
This issue includes our usual mix of expert Chartered advice, timely financial tips and guidance, some interesting property insight, plus much more…
Careful and prudent planning can ensure you’re as prepared as possible for most eventualities
EYES WIDE SHUT
Do you know the value of your pension savings?
ISA RULES AND INHERITANCE TAX
Families set to pay millions in unnecessary tax
AVERTING A LATER-LIFE FINANCIAL CRISIS
More retirees drawing pensions fail to have LPAs in place
Half of pensioners plan to work past retirement age
SGWM ‘OUT AND ABOUT’
Local events we’ve attended over the last few months
MAXIMISING RETIREMENT INCOME
Time to start looking at accessing your pension?
DO YOU HAVE PROTECTION IF THE WORST SHOULD HAPPEN?
Nine in ten Britons are in danger of financial hardship – so what cover do you need?
WHEN I’M GONE
How a simple list can help your loved ones after your death
SPOTLIGHT ON SPONSORSHIPS
Update on recent events
WHAT IS RE-ENROLMENT?
A guide for employers
WHAT IS GROUP LIFE COVER
Examining the benefits