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Posted By Josh Cushion
22/09/2026

Shaping the future: Creating lasting value for family, business and community

As another summer has concluded and the nights have begun to draw in, we’re delighted to introduce the latest issue of Vision: Shaping the future: Creating lasting value for family, business and community. Just as we did with our Summer/Autumn 2025 issue, we’re again focusing on legacy as our theme.

As you may be aware, SG Wealth Management celebrates it’s 25 anniversary this year and, to kick off the issue, Managing Director Henry Gaskin reflects on our recent celebrations that took place in June. It was a pleasure to welcome those clients and professional partners who were able to join us, and subsequent feedback has been overwhelmingly positive. 

We’re also delighted to announce the launch of our SG Community Funds, in partnership with the Norfolk and Suffolk Community Foundations, which are also featured inside.

Within our technical planning articles this time, our team have focused on Inheritance Tax relief and intergenerational wealth. These features are filled with useful information to help you with your decision making.

We trust that you’ll enjoy reading this issue of Vision. Please do reach out if you have any comments or feedback, as we’d love to hear your thoughts.

Click here to read

 

CONTENTS 

CELEBRATING 25 YEARS OF CLIENT TRUST

GIVING BACK THROUGH THE LAUNCH OF OUR CHARITY FUNDS

SGWM IN THE COMMUNITY

ARE YOU MISSING OUT ON A LITTLE KNOWN INHERITANCE TAX RELIEF ON REGULAR GIFTS?

BUILDING FINANCIAL SECURITY ACROSS THREE GENERATIONS

PROTECTING THE VALUE YOU’VE BUILT

OUR HISTORY

 

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