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I’ve received an Inheritance – what should I be doing now? By Julie Lord

I’ve received an Inheritance – what should I be doing now? By Julie Lord

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...
Magenta’s Top Tips for Tax Year-End – By Jamie Flook

Magenta’s Top Tips for Tax Year-End – By Jamie Flook

by Gretchen Betts | Mar 14, 2022 | Cash flow, Financial Planning, Financial Planning, Investments, ISA, Money

We’re not far away from the end of another tax year, so with many allowances being “use it or lose it”, what are the key things you need to think about before 5th April? Invest in your ISAs! Individual Savings Accounts (ISAs) allow your savings to grow free of income...
We will all reap the Benefits when Women control the Wealth! – By Julie Lord

We will all reap the Benefits when Women control the Wealth! – By Julie Lord

by Gretchen Betts | Nov 22, 2021 | Advice, Financial Planning, Financial Planning, Lifestyle, Money, Wellbeing, Women and finance

At Magenta we have written often about empowering women to learn more about money and investments and have greater confidence in planning for their futures. We have also written about using money wisely to make a positive impact on society and the planet. This article...
Planning for Life After Divorce or Separation – By Julie Lord

Planning for Life After Divorce or Separation – By Julie Lord

by Gretchen Betts | Nov 15, 2021 | Divorce, Financial Planning, Financial Planning, Lifestyle, Money, Wellbeing

At Magenta we help clients to build plans for their future security and happiness and this includes thinking about how to get back in the game when a relationship comes to an end. Divorce is generally a stressful and unsettling event. A major relationship is ending,...
Just you wait and see! – A Guest Blog by Alison Willis

Just you wait and see! – A Guest Blog by Alison Willis

by Gretchen Betts | Oct 18, 2021 | Financial Planning, Financial Planning, Guest Blogs, Impact Investing, Money

During Good Money week, we asked our client Alison, to write a little about why, even back in the 90’s, she wanted to invest ethically and with social conscience.           Back in 1991 with coloured and permed hair and when mortgage interest...
5 Financial Planning Tips for Women – By Julie Lord

5 Financial Planning Tips for Women – By Julie Lord

by Gretchen Betts | Jul 5, 2021 | Financial Planning, Financial Planning, Lifestyle, Money, Women and finance

We have written before about the “pink tax” where products targeted at women are often sold at a premium to the same products aimed at men. Thankfully, when it comes to financial planning, there should be no difference to the costs of the service or the methodology...
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