by Gretchen Betts | Mar 3, 2023 | Death, Financial Planning
Even though having a Will in place is the most effective way to leave details to your family about how you would like your money and assets to be split, or make special bequests to charity, the number of people who don’t have one in place is remarkably high....
by Gretchen Betts | Feb 21, 2023 | Death, Financial Planning, Magenta Team, Vlog, Wellbeing
Gretchen talks through the approaching tax year end, especially regarding unused ISA and pension allowances. More recently Gretchen has been asked how Magenta can help if a client passes away, whilst it’s not a cheerful topic, Gretchen covers the practical processes...
by Gretchen Betts | Jun 27, 2022 | Advice, Death, Financial Planning, Lifestyle
There are millions of things we can fill our minds with, and this doesn’t always come readily to mind, but sometimes thinking and talking about death is healthy. Death is like a work or study deadline – something that empowers us to make sure we do everything we want...
by Gretchen Betts | May 2, 2022 | Death, Financial Planning, Inheritance, Lifestyle, Money
How lovely! Most people would be envious and agree that this is a wonderful position to be in, but for others it becomes a huge burden and responsibility, particularly if they are not confident about managing money. Everyone dreams of getting a windfall, but many...
by Gretchen Betts | Apr 11, 2022 | Death, Financial Planning, Lifestyle
If you knew today was your last day, what regrets would you have? What would you have missed? What do you wish you had done differently? Recently I was referred to a book called ‘The Top 5 Regrets of the Dying’ and have become rather obsessive about...
by Gretchen Betts | Dec 6, 2021 | Advice, Death, Financial Planning, Inheritance, Wellbeing
Most of us will at some point receive an inheritance. It’s not a nice thing to think about, as it is usually associated with losing a loved one. However, it is part of the circle of life. As we’re constantly reminded, we’re all living longer. Despite this it’s perhaps...