Helen Tavner
Posted By Helen Tavner
27/04/2022

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.

Click here to read

Contents

MONITORING 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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