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May Vlog 2023
May has been a busy month for Magenta, with working hours compressed due to Bank Holidays, and missing Mandy in the office (who is now back and easing her way back into a routine, recovering well!) Jamie attended the CityWire Impact Retreat, learning about...

Six years of Magenta and why smaller is better
Almost 6 years ago I wrote a Blog ‘why smaller is better’. This month, Gretchen asked me to revisit this and update it with my experiences and thoughts over the period that has since elapsed and share this with you… so here goes! I have worked with some of Magenta’s...

February Vlog from Gretchen
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...

What happens after Divorce if I have previously been Financially Dependent on my Partner?
At Magenta, we always advocate financial independence for everyone. Even in happy marriages and partnerships, it makes sense for each party to have control and oversight of the family finances, just in case something goes wrong – death, disability, divorce etc....

More and more people are facing Divorce in later life – Silver Splitters
The ‘little ones’ have flown the nest; the mortgage is predominantly paid off and retirement is so close you can almost smell the slightly stale sandwiches at your office leaving party. Now, what exciting chapter lies ahead for you and your partner? Blissful beach...

How to account for care costs in your financial plan
At Magenta we regularly get asked about the costs of long-term care and how this can be budgeted for. Whilst these are straightforward questions, the answers are unfortunately not. For example, it depends on what type of care, for how long the care is required, and...

Count down to Retirement – a 5-year plan
It’s never too early to think about retirement planning! For most of your working life, it wasn’t exactly a pressing concern. You might have pondered it for a few minutes as you skimmed your company’s annual pension statement, but retirement was more like a vague,...

Making a Positive Impact in the world by investment in education and smart grids | Guest Blog from Johnny Bowie – Sustainability Analyst – EQ Investors
This week it’s World Earth Day. Earth Day is an annual celebration that honours the achievements of the environmental movement and raises awareness of the need to protect our natural resources for the future. To celebrate this, we’ve asked Investment Managers EQ...

The Free Magenta Guide to Green Investing
Did you know we have a dedicated page on our website for Positive Impact Investing? You can find it under the ‘who we help’ section, or visit the page HERE If you visit the page, you’ll see that we’ve created a free guide to ‘Green’ investments for you to download....

Planning for Life After Redundancy
At Magenta we know one thing for certain – that life doesn’t follow a linear path and that change, whether for good or bad, is always around the corner. Life is full of changes and events – some will bring joy and others sorrow. Our experience encompasses all possible...

The importance of having a Will
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....

February Vlog from Gretchen
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...
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