by Geraldine Strong | Sep 21, 2023 | Financial Planning, Vlog
Gretchen’s Vlog in September discusses Magenta celebrating turning 7 years old this month with a new branding photo shoot to introduce new members joining the team! In October Gretchen is recording an Investment Summary with Timeline and EQ Investors, the Investment...
by Geraldine Strong | Jun 21, 2023 | Financial Planning, Vlog
Gretchen’s Vlog in June discusses Artificial Intelligence (AI) including the minute-taking AI tech that Magenta have been trialling. AI is a hot topic globally and we explore the pros and cons, specifically around AI for Financial and Client Services. Watch Gretchen’s...
by Geraldine Strong | Feb 2, 2023 | Estate Planning, Inheritance
Benjamin Franklin is quoted as saying “in this world, nothing is certain, except death and taxes”. When it comes to Inheritance Tax, or IHT as it is sometimes known, and you have enough money, the two certainties go hand-in-hand. Our clients frequently tell us that...
by Geraldine Strong | Jan 25, 2023 | Magenta Team, Vlog, Wellbeing
Gretchen’s vlog this month covers the recent offsite Team Magenta Workshop, where Company Values and Team Charter were discussed, including tools which can be implemented to deliver a better and more efficient service to enhance our client experience in 2023. Also, a...
by Geraldine Strong | Mar 24, 2022 | Uncategorized
Last week Chancellor Rishi Sunak provided an update on the state of the UK’s finances and also announced a few policy changes, so this was more low-key than the annual budget, which will take place in the autumn of this year. Inflation Inflation is already affecting...
