Toolkits

Estate and Inheritance Tax Planning Toolkit

Estate and Inheritance Tax Planning Toolkit

At Magenta we help clients to build plans for their future security and happiness and this includes thinking about how you can mitigate tax and maximise the legacy you leave to the next generations. This is usually referred to as Estate Planning. What is Estate...

Later Life Toolkit

Later Life Toolkit

At Magenta we help clients to build plans for their future security and happiness and this includes thinking about later life and the complexities people may face as they get older. With an ageing population and old age care demands continuing to rise, accommodating...

Millenial Toolkit

Millenial Toolkit

At Magenta: we help clients to build plans for their future security and happiness. We believe that it is never too early to start doing proper financial planning and are keen to help where we can. That’s why we’ve created the Magenta Millennial Toolkit We believe...

Divorce Planning Toolkit

Divorce Planning Toolkit

At Magenta we help clients to build plans for their future security and happiness and this includes thinking about how to get back in the game when a relationship comes to an end. Divorce is generally a stressful and unsettling event. A major relationship is ending,...

Retirement Planning Toolkit

Retirement Planning Toolkit

At Magenta we help clients to build plans for their future security and happiness and this includes thinking about our retirement and in particular how we are going to arrange our retirement finances to ensure that we can do everything we would like to do with all...

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