Blog
Magenta’s Top 5 Estate Planning Tips
Benjamin Franklin is quoted as saying “in this world, nothing is certain, except death and taxes”. When it comes to Inheritance Tax, or IHT as it is sometimes known, and you have enough money, the two certainties go hand-in-hand. Our clients frequently tell us that...
January Vlog from Gretchen
Gretchen’s vlog this month covers the recent offsite Team Magenta Workshop, where Company Values and Team Charter were discussed, including tools which can be implemented to deliver a better and more efficient service to enhance our client experience in 2023. Also, a...
December Vlog from Gretchen
Gretchen’s monthly Vlog is shorter this month, and covers the following topics: Magenta’s Economic Update Webinar Local Food Banks Christmas Update Please feel free to share this content if you think this could be of interest to someone you know, or your social...
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 save for retirement when you are self-employed
Being self-employed has plenty of perks, from choosing our own hours, following our career dreams, and even working from home in our pyjamas. But one perk we may miss from working for an employer is having a retirement plan through work. Fortunately, there are ways to...
What’s the purpose of your retirement pot and will it enable you to do everything you want? by Gretchen Betts
We spend a lot of time at Magenta talking about retirement planning and setting objectives for when you aren’t working, or are working less. When we talk about Retirement Planning – this isn’t about just when you turn 50, 60, or whatever your magic number is for...
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....
3 Green Investment Myths – Dispelled! – By Jamie Flook
1 – Having to sacrifice returns to do good with your money This is the number one discussion point that gets raised by clients when talking about investing ‘ethically’ or ‘doing good’ with money. A significant number of people want their money to do good in the world,...
What can we learn from Queen Elizabeth II’s 70-year Reign? By Julie Lord
Elizabeth Alexandra Mary Windsor was born in Mayfair on 21 April 1926 – the first child of the Duke and Duchess of York (later King George VI and Queen Elizabeth.) In February 1952, Elizabeth became queen of seven independent Commonwealth countries: the United...
Women Should be Planning for a 100-Year Life
We have written often about women being at a disadvantage compared to men when it comes to lifelong financial wellbeing. In fact, they are also in a worse position than their mothers and grandmothers, simply because they are likely to live much longer and thus need...
January Vlog from Gretchen
Gretchen’s vlog this month covers the recent offsite Team Magenta Workshop, where Company Values and Team Charter were discussed, including tools which can be implemented to deliver a better and more efficient service to enhance our client experience in 2023. Also, a...
Why is an Annual Review Meeting with your Financial Advisor so important?
What does an Annual Planning (review) meeting look like at Magenta? The Annual Planning meeting, or as many clients like to call it – the Review Meeting - is an important date for both clients and your financial planner at Magenta. A lot can happen in a year and...
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