by Gretchen Betts | May 23, 2024 | Vlog
Welcome to Gretchen’s monthly Vlog! This month Gretchen talks about her recent attendance at the Adviser 3.0 Conference, held in London. Gretchen took to the stage to discuss with other panellists the benefits of a smaller independent financial planning practice...
by Gretchen Betts | May 3, 2024 | Magenta Team
In the ever-evolving world of Financial Planning, staying in touch with the latest news, legislative changes, and market trends, and how we communicate these to you, is really important to Magenta. Since Magenta’s launch, almost 8 years ago, we’ve written and...
by Gretchen Betts | Apr 26, 2024 | Vlog
Welcome to Gretchen’s monthly Vlog! Now that we’ve crossed into the new tax year as of April 6th, it’s crucial to be aware of potential changes affecting your financial plans. Tweaks to tax allowances, particularly the reduced Capital Gains Tax exemption,...
by Gretchen Betts | Apr 19, 2024 | Guest Blogs
What do you do when you reach the age of 60, book a luxury cruise, and work on your gardening skills? When we first met our clients Lawrence and Linda, they gave us their brief which wasn’t to maximise their income, but to maximise their time! A few years on and they...
by Gretchen Betts | Apr 12, 2024 | Advice, Digital Legacy
In this digital age, our lives are intricately woven with technology. Much of our personal and professional lives are now encapsulated within the digital realm, from cherished memories captured in photos to essential documents stored in the cloud. However, have you...
