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Securing your legacy: Making a positive impact in uncertain times - The Summer/Autumn Issue of Vision Magazine
As we head deeper into the latter half of 2025, we’re delighted to introduce the Summer/Autumn 2025 issue of Vision: Securing your legacy – Making a positive impact in uncertain times.
The theme that runs throughout this edition is legacy and how it remains possible to make a positive impact despite continued uncertainty. Tied closely to this, our opening article announces some very exciting news concerning the ownership of SG Wealth Management, what this change means, and how the Board’s long-term vision ensures we can continue to provide best in class advice for you.
Complementing this, we’ve a range of insightful articles from our expert team spread throughout - these touch on themes such as pensions, estate planning, wealth transfer, and the growing prevalence of scams. We also have a contribution from the Suffolk Community Foundation which focuses on charitable gifting.
We hope you enjoy reading this edition of Vision. If you’d like to discuss any of the topics or articles in this issue, or your financial planning arrangements, please get in touch with your financial planner. Likewise, if you’ve any comments or feedback, we’d love to hear from you.
CONTENTS
NEW OWNERSHIP, SAME QUALITY AND VALUES
SGWM IN THE COMMUNITY
Showcasing what we’ve been up to!
TEN YEARS OF PENSION FREEDOMS
Research reveals worrying trends among savers
REASSESSING STRATEGIES TO MINIMISE INHERITANCE TAX LIABILITIES
What crucial transformation is poised to reshape
TRANSFERRING WEALTH TO THE NEXT GENERATION
What to consider when planning your legacy
GIVING LOCALLY AND MAKING A LASTING DIFFERENCE
THE GROWING SOPHISTICATION OF SCAMS
Why it’s important to stay vigilant
WE’RE CYBER ESSENTIALS ACCREDITED
Supporting our commitment to cyber security
AS AN EMPLOYER, SHOULD I BE REVIEWING OUR WORKPLACE PENSION?
Yes – here’s why now is the time
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