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Our latest edition of Vision Magazine is now available.
This time with a special focus on Estate Planning, read on for expert Chartered advice, guest articles, financial tips and guidance, and all the latest SG Wealth Management news.
ContentsMONITORING THE UKRAINE CONFLICT Our thoughts and approach AT A GLANCE Key announcements from Spring 2022 Forecast Statement INHERITANCE TAX EFFICIENT INVESTMENT A closer look at Business Relief INTERGENERATIONAL PLANNING What will your legacy look like? THE FEAR OF MAKING GIFTS.. ..and one way to overcome it EXTENDING THE SCOPE OF THE TRUST REGISTER Deadline for non-taxable trust registrations with non-taxable trusts announced SGWM TEAM NEWS Welcome to Joel and Jenna – and ‘Well Done’ to Oliver! SGWM IN THE COMMUNITY Supporting our charitable partners NATIONAL INSURANCE (NI) CHANGES FROM APRIL What details have emerged so far? THE BENEFITS OF SALARY EXCHANGE With the April increase to National Insurance rates, many more employers may begin to consider introducing salary exchange |
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