Blog
Your Financial Check-In: What to Consider Before Meeting Your Financial Planner Each Year
As we approach the end of the year, it's that time again to assess your financial goals and the plan you’ve made for the future. Meeting with your Magenta financial planner annually is a crucial step in ensuring your financial health and stability. Before you sit down...
Magenta Team Update!
Autumn is upon us and we are starting to see the lovely warm weather and light evenings turn to colder and darker skies. We know change is not always a bad thing, and just like the change of seasons, Magenta has seen some changes recently - we’re keen to embrace these...
Happy Birthday Magenta! – by Gretchen Betts
Celebrating 7 Years of Success and Growth! This month Magenta turns 7 years old! I write something on every anniversary, and I can’t believe how quickly these years have flown by. If you’d asked me 15 years ago when I first started advising clients, where I...
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...
4 top tips on what to do in the first 30 days of your retirement!
So, you’ve decided when you’re going to retire, and you know what you’re going to do in the days leading up to your final day in work. You might even have some long-term goals that you know you want to achieve during the years of retirement you have ahead of you. But...
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...
It’s Good Money Week!
This is the week when those in our profession and the investment industry focus on money that’s good for people, the planet, and your pocket. This is a national campaign to help grow and raise awareness of sustainable, responsible, and ethical finance. It's not just...
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...
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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