by Gretchen Betts | Mar 25, 2023 | Vlog
Gretchen’s vlog this month covers the recent budget delivered from Jeremy Hunt, focussing on the Pension changes, especially relating to lifetime allowances. You can read more about the budget in our blog by Jamie here Gretchen then discusses the recent collapse of...
by Gretchen Betts | Mar 17, 2023 | Budget, Uncategorized
Last week Jeremy Hunt delivered his budget, only a couple of weeks away from the end of the tax year. So, this is a double information blog; part budget update, part tax year-end reminders. First, the budget update. As expected, there were no further changes to tax...
by Gretchen Betts | Mar 10, 2023 | Magenta Team
Almost 6 years ago I wrote a Blog ‘why smaller is better’. This month, Gretchen asked me to revisit this and update it with my experiences and thoughts over the period that has since elapsed and share this with you… so here goes! I have worked with some of Magenta’s...
by Gretchen Betts | Mar 3, 2023 | Death, Financial Planning
Even though having a Will in place is the most effective way to leave details to your family about how you would like your money and assets to be split, or make special bequests to charity, the number of people who don’t have one in place is remarkably high....
by Gretchen Betts | Feb 21, 2023 | Death, Financial Planning, Magenta Team, Vlog, Wellbeing
Gretchen talks through the approaching tax year end, especially regarding unused ISA and pension allowances. More recently Gretchen has been asked how Magenta can help if a client passes away, whilst it’s not a cheerful topic, Gretchen covers the practical processes...
