Dick and Sue – Client story

Dick and Sue – Client story

Dick and Sue – Client story and Testimonial Over the last few years we’ve been speaking to Magenta specifically about our estate planning and Inheritance Tax. As parents to three daughters and four grandchildren, our priority has been to put the right steps in...
Simon’s Story

Simon’s Story

Simon’s Story After my father died, my brother and I inherited the family property company in equal shares. It was agreed that I would run the company and take a salary for doing so, while my brother pursued other career interests. When I originally approached Julie...
Yvonne’s Client Story

Yvonne’s Client Story

I was introduced to Magenta by a friend of mine who encouraged me to make an appointment after my divorce was finalised. Having been married for many years, I was used to my ex-husband taking control of all the finances, so when we divorced I felt scared and very...
A Client Question…

A Client Question…

Question: I recently learned that an elderly Aunt has left me some money. This has thrown me into a bit of a quandary as I wasn’t expecting it and I can’t yet make up my mind whether it is a lovely surprise or an onerous responsibility. Can you give me some advice...