by Gretchen Betts | Feb 23, 2024 | Vlog
Welcome to my February Vlog! Tax year-end is just around the corner, so let’s make the most of those allowances! Listen in to see how best to do this, it’s all a bit technical, but we can help to make the best sense out of it. Don’t forget that ISAs &...
by Gretchen Betts | Feb 16, 2024 | Financial Planning, Lifestyle, Money
Entering your 30’s marks a pivotal stage in life where the foundations of both good and bad habits are laid. After years of working, you may find yourself in a more financially stable position than ever before. However, this newfound stability comes with a set of...
by Gretchen Betts | Feb 7, 2024 | Pension, Uncategorized
The Lifetime Allowance (LTA) is a limit on how much you can build up in pension benefits without paying tax. It’s currently set at £1,073,100 and benefits above this were subject to a tax charge. To the surprise of many, it was announced in the 2023 Spring Budget that...
by Gretchen Betts | Feb 2, 2024 | Financial Planning
At Magenta we firmly believe that financial planning and money education should happen at every age—whether it’s learning at school about cash versus credit, playing with your budgeting app at university, or teaching your Grandchildren how to save, give and spend...
by Gretchen Betts | Jan 25, 2024 | Vlog
It’s back! Gretchen’s first VLOG of 2024! First off, a huge congratulations to our Trainees, Holly and Mollie, who both took and PASSED exams before Christmas. Clap emoji Last week we held our annual strategy off-site. We spent time as a team talking about our goals...