by Gretchen Betts | Apr 8, 2023 | Cash flow, Financial Planning
As part of our usual annual planning exercise with the majority of our clients, during our annual planning meeting, we will talk about your plans for the year ahead and thoroughly review your lifetime cash flow forecast, taking into account any changes you’d like to...
by Gretchen Betts | Mar 25, 2023 | Vlog
Gretchen’s vlog this month covers the recent budget delivered from Jeremy Hunt, focussing on the Pension changes, especially relating to lifetime allowances. You can read more about the budget in our blog by Jamie here Gretchen then discusses the recent collapse of...
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 | Feb 17, 2023 | Estate Planning, Inheritance
There can be a number of reasons why grandparents want to invest for their children’s future. Usually, the motivation is to help ensure they start their adult life off with a helping hand. However, reducing your own estate for Inheritance Tax Purposes can also be a...
by Gretchen Betts | Feb 11, 2023 | Financial Planning, Inheritance
Many of our clients want to give money away to reduce their estate and help friends or family, however, are concerned about the rules and want to ensure that they are keeping any gifting legal and above board, and rightly so! This week, our blog will cover how you can...
