by Julie Lord | Aug 12, 2019 | Advice, Financial Planning
“The Big Mistake”… In late 1999, I met a new client who was about to sell his business and retire after 30 years hard work. He wanted some advice about his retirement and what to do with the sale proceeds. He already had some investments and...
by Gretchen Betts | Aug 12, 2019 | Financial Planning, Lifestyle
Will it cause squabbles? Most families want to leave a legacy to their loved ones. What they rarely consider, however, is that children and extended relatives might squabble over their estate. According to the Centre for Economics & Business Research, generational...
by Julie Lord | Aug 1, 2019 | Lifestyle, Retirement
Retirement Realities Most financial advisers deal with investments and pensions and tax, but financial planners can differentiate themselves in the field of retirement coaching. At Magenta, our biggest priority is to ensure our clients have enough financial resources...
by Julie Lord | Jul 26, 2019 | Financial Planning, Money talks
When Julie Met Glenda! Glenda May Jackson CBE, is an actress and former Labour Party politician. She was born in Birkenhead on the Wirral, where her father was a builder, and her mother worked in shops and as a cleaner. She was educated at the West Kirkby Grammar...
by Gretchen Betts | Jul 22, 2019 | Financial Planning
A good financial planner is a coach not a salesperson At Magenta we’re strong advocates of using our coaching skills to help build long lasting client relationships through improved communication and empathy. As experts in our field, we have the technical...
by Julie Lord | Jul 10, 2019 | Lifestyle, Wellbeing
Statistics show the Inheritance taboo costs £80k each in unnecessary tax At Magenta we always encourage our clients to talk to their parents or their children about their money and especially about what will happen about inheritance tax when someone dies. Families...
