5 Ways to Financial Confidence

5 Ways to Financial Confidence

The world of personal finance is complex, financial education is sadly lacking and media reporting is confusing and frightening. In addition, you will have questions: Is it too late to save for retirement?  Should I invest in the stockmarket? When can I stop...
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...