Dick and Sue – Client story and Testimonial

Over the last few years we’ve been speaking to Magenta specifically about our estate planning and Inheritance Tax.

As parents to three daughters and four grandchildren, our priority has been to put the right steps in place to mitigate any inheritance tax our estate will pay when we are gone, but at the same time to establish that we have sufficient capital to look after ourselves later in life.

Working with the team over the last few years, we have been able to establish how best to organise our finances simply, gifting money where we can and establishing a Trust too. Gretchen has talked through the steps with our daughters as well, so that everyone is in the loop and has a clear understanding about how everything works.

The team are always helpful and friendly and more importantly, we completely trust the advice we receive and are confident it is the right advice for our family and the future.