by Gretchen Betts | May 1, 2018 | Lifestyle, Technical, Testimonials
According to Investment News, 66% of people fire their parents’ financial adviser or planner when they inherit their money. This maybe for a number of different reasons – they prefer to use their own existing adviser; they plan to spend all the money so don’t need...
by Gretchen Betts | Apr 23, 2018 | Lifestyle, Technical
It’s a thought that all new parents, or soon to be parents have – do we really need all this stuff? Everyone has an opinion and only too eager to share their experiences of what’s good value, what will be a waste of money, along, of course, with their parenting...
by Gretchen Betts | Apr 16, 2018 | Lifestyle, Technical
On the third anniversary of the introduction of Pension Freedoms, Zurich UK has launched new data showing that women in pension drawdown face a 37% shortfall in their annual retirement income compared to men, leaving them more than £47,000 worse off. Our experience...
by Gretchen Betts | Apr 9, 2018 | Magenta Team, Technical
In November I’m buying a new house in Bridgend. I’ve already exchanged and now they just have to build it! It’s an exciting time for me…. getting to choose kitchens, flooring and extras. But, it’s also an expensive step, up-sizing, increasing my mortgage and...
by Gretchen Betts | Apr 3, 2018 | Guest Blogs, Lifestyle, Technical
Here’s Magenta’s top 10 ideas about how to build wealth and be better organised with your money. Calculate your net worth Your net worth is a measure of your financial health. It’s the result of your total assets minus the amount you owe, and you should check it...
by Gretchen Betts | Mar 27, 2018 | Lifestyle, Technical
At Magenta we advocate the use of all legitimate tax allowances to ensure the most efficient use of financial resources. Many people maximise their ISA and pension allowances where appropriate but how many are NOT using their £3,000 per year gift allowance? Every year...
