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 Gretchen Betts | Jun 1, 2023 | Guest Blogs
A huge thanks to Heather, who we recently asked to write a guest blog for Magenta. This question often comes up with clients, friends, and relatives– so we thought it would be a great opportunity to cover the topic and expand with some top tips from a Professional...
by Gretchen Betts | May 24, 2023 | Financial Planning, Vlog
May has been a busy month for Magenta, with working hours compressed due to Bank Holidays, and missing Mandy in the office (who is now back and easing her way back into a routine, recovering well!) Jamie attended the CityWire Impact Retreat, learning about...
by Gretchen Betts | May 22, 2023 | Financial Planning
Welcome to part two of our guide to student finance for parents and guardians. Whilst University is synonymous with student debt, at Magenta we believe that you can make money whilst you study. Reflecting upon our own university experiences, we’ve put together a guide...
by Gretchen Betts | May 22, 2023 | Financial Planning
Students taking their A-Levels will soon be celebrating the end of their exams and will soon be busily planning their next adventure into the land of University education. However, often behind every eager student is an over-stressed, under-informed and financially...
by Gretchen Betts | May 19, 2023 | Financial Planning, Lifestyle, Retirement
At Magenta we regularly get asked about the costs of long-term care and how this can be budgeted for. Whilst these are straightforward questions, the answers are unfortunately not. For example, it depends on what type of care, for how long the care is required, and...
by Gretchen Betts | May 12, 2023 | Retirement
It’s never too early to think about retirement planning! For most of your working life, it wasn’t exactly a pressing concern. You might have pondered it for a few minutes as you skimmed your company’s annual pension statement, but retirement was more like a vague,...
by Gretchen Betts | May 4, 2023 | Financial Planning, Inheritance
Lately, we’ve spoken to quite a few clients about the choice of using a Deed of Variation when dealing with their loved ones’ estate. A Deed of Variation is a document that allows any beneficiaries named in a Will to make changes to the distribution of an...
by Gretchen Betts | Apr 19, 2023 | Vlog
Gretchen’s vlog this month covers the new tax year and flurry of activity surrounding finalising pension top-ups and making the best use of ISA allowances for last year, then looking to the new year, and ensuring all best planning is in place. In May Magenta will...
by Gretchen Betts | Apr 17, 2023 | ISA
A Junior ISA is a long-term savings account set up by a parent or guardian with a Junior ISA provider, specifically for their child’s future. They have all the same attributes as a normal ‘adult’ ISA – it grows tax-free and is available to withdraw tax-free....
