Vision Autumn 2024

Our latest edition of Vision Magazine is now available.

As we welcome the season of reflection and renewal, we’re excited to introduce the Winter 2025 issue of
Vision Magazine. This edition explores the theme of Strength in Unity, showcasing how collaboration and
resilience can help navigate today’s financial landscape.

In this issue, we also break down the key takeaways from the Autumn Budget, offering guidance on how
recent changes may affect your financial strategies. From pension planning to capital gains tax adjustments, we’re here to help you stay informed and proactive. We will continue conversations with clients in this area throughout the months and years to come.

Enjoy the practical advice and thought-provoking perspectives, designed to help you make informed
decisions for the year ahead. Whether you’re planning for retirement, managing wealth transitions, or
supporting employees, our articles aim to empower you with clarity and confidence.

We’re also thrilled to share that SG Wealth Management has once again been recently recognised as one
of the UK’s Top 100 Advisers by both CityWire and the Financial Times. These achievements reflect our
unwavering commitment to delivering impartial, accountable, and trusted advice to our clients.
We hope you enjoy reading the Winter issue of Vision Magazine. If any of the topics spark questions or align with your current goals, we’d love to hear from you.

Our team is here to provide tailored advice to support you and your loved ones at every stage of life.

Wishing you a season of unity, peace, and progress. 

Click here to read

Contents AXING TIMES How the 2024 Budget impacts your finances and future CHANGING TIMES – DIGGING DEEP INTO THE BUDGET NEW STRATEGIC PARTNERSHIP Introducing the Transact – BlackRock Model Portfolio Service THE MIDDLE-AGED SQUEEZE Juggling careers, family care and financial pressure amid rising costs and wealth transfers.  NAVIGATING THE COMPLEXITIES OF INHERITANCE Should you consider estate planning and gifting for future generations? THE COST OF EARLY WITHDRAWAL FROM YOUR PENSION How retirees are impacting their financial future by accessing pension pots too soon.  RISING DEMAND FOR HEALTH COVER Grappling with a workforce sickness epidemic and long NHS waiting times