Contents

STEPHEN GIRLING

Brexit? Keep calm and carry on!

SAFEGUARDING YOUR WEALTH FOR FUTURE GENERATIONS

Steps to mitigate against Inheritance Tax

SEIZE THE DAY

Planning for a comfortable life after years of hard work

RETIREMENT INCOME

Plan to enjoy the kind of lifestyle you want in later life

BLENDED FAMILIES AND THE IMPORTANCE OF UPDATING YOUR WILL

Blended families are now more common, with many couples
having children from previous relationships

ESG – WHAT’S IT ABOUT?

How your money is doing good across the world

DIGGING INTO ESG

At SG Wealth we run a couple of variations of our model portfolios which have an “ethical” bias

SGWM NEWS

The latest at SG Wealth

MILLENNIALS GET REAL WITH THE NUMBERS

Making sacrifices for home ownership over retirement

“NOBODY PUTS BABY IN THE CORNER”

Many employers are not making the correct pension contributions