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 which can be applied by Magenta during such an occasion.
We have seen positive signs in the Market in the recent month, Gretchen discusses what these may mean moving forward.
You can watch the full video via our You Tube Channel here Magenta You Tube
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