03/09/2024

Our latest edition of Vision Magazine is now available.

After what I hope was a refreshing summer, I’m pleased to share the Autumn 2024 edition of Vision magazine. This issue, themed Adapting to Change, reflects the ever-evolving financial and global landscape.

Throughout the year, we've seen significant political and economic shifts and their potential impact on your financial planning. Whether it's navigating political uncertainty, managing personal wealth, or exploring strategies for charitable giving, we’ve curated insights to help you stay informed and prepared.

As always, our focus is to provide insightful and practical advice to help you stay ahead in achieving your long-term financial goals. We hope you find the content both informative and engaging.

If you enjoy this issue of Vision, we encourage you to share it with anyone who may benefit from our services or the topics covered. Should you have any feedback, suggestions for topics you would like to see covered, or wish to be removed from our mailing list, as always, please do not hesitate to get in touch with us.

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WHEN CHANGE IS CONSTANT, IT’S HOW YOU
ADAPT THAT MATTERS
Reflecting on this current year of political change

CHARITY STARTS AT HOME. CHARITY STARTS IN NORFOLK!
Helping to deliver essential services to those in need

KEEPING NORFOLK’S LEGACY: ESSENTIAL FOR
PROFESSIONAL ADVISERS
A legal perspective

FINANCIAL PROTECTION
Ensuring a secure future for you and your loved ones

ENHANCING CLIENT SERVICE
A new chapter in our journey

CHANGING YOUR WORKPLACE PENSION AND EMPLOYEE BENEFIT COMMUNICATIONS TO STAFF
The vital role of regular promotion and communication of
workplace pensions and employee benefits

THE FINANCIAL IMPACT OF DIVORCE
Understanding your options

WAYS TO REDUCE A CAPITAL GAINS TAX LIABILITY
How will you ensure more of your money will go towards your future?

ARTIFICIAL INTELLIGENCE AND SGWM
How SGWM is embracing AI

LEARNING FROM THE RETIRED
Balancing financial security with mental wellbeing