We’ve been short-listed for a Major Award!

Professional Adviser Awards – 2016 More than 200 firms entered the Professional Adviser awards, which are in their 11th year and seek to reward excellence in financial advice and the wider sector. Here at Logic Wealth Planning we’re delighted to announce that we’ve reached the final short-list for the Professional Adviser awards of the Year […]  Continue reading

Auto Enrolment needn’t be a headache!

A big thank you to all the businesses who attended our Auto Enrolment Seminar yesterday at Manchester Golf Club, arranged in conjunction with Peninsula. We’re really pleased to hear that our presentation was helpful and informative,and we’ve had some great feedback from those who joined us. Hopefully it’s increased awareness and understanding of how Auto […]  Continue reading

The cost of kitting out the kids

Moving from primary to secondary school can be a very exciting time for a child, and, based on research from high street chain John Lewis, it can be an expensive time for parents. The retailer added up the cost of providing for a child’s first year at secondary school. They included new school uniform, books, stationery, […]  Continue reading

Your Will – Are you leaving it to chance?

What links comedian Rik Mayall, actor Roger Lloyd-Pack (‘Trigger’ in TV’s Only Fools and Horses) and artist Pablo Picasso? They all died without leaving a Will. Rik Mayall left £1.2m, and Roger Lloyd-Pack left £1.4m. Neither wrote a Will, meaning that instead of passing to their wives tax free, their estates had to be administered […]  Continue reading

Pension Planning – What you need to know

Pension Planning – What you need to know Whilst the pension legislation landscape continues to alter, one principle remains constant: we all need to keep an eye on our pension plans to help ensure we’re making adequate provision for the future. AUTO ENROLMENT Successive governments have, quite rightly, placed considerable emphasis on the need for […]  Continue reading

Life Insurance – An ongoing need for cover?

Life insurance is becoming a widely accepted insurance for the young. Most of those with small children, a mortgage or both, where dependants would be unable to pay the bills on their own, know its value. It is one of those ‘just in case’ purchases that we don’t really want to face but which is […]  Continue reading

How good is your Financial IQ?

How Good is your Financial IQ? At election time, it’s become almost a ritual to quiz politicians on the cost of every-day items such as a pint of milk. Many get it wildly wrong and they are not alone. Recent personal finance surveys have shown that we all have a few potential blind spots when […]  Continue reading

Volatility – What it means for Investors

Volatility – What it means for Investors Since the global credit crisis, investors have become more aware of risk in general and portfolio volatility in particular. At times, there can seem to be a lot of volatility about. In a world of 24/7 media commentary continuously focusing on economic problems, such as the debt crisis […]  Continue reading

Keith and Heather are Winners!

Keith & Heather are Winners! We recently invited Yianni Theodorou’s clients to give us their feedback about his service by submitting a review onto the Vouchedfor website. This lists over 7,000 Top Rated Solicitors, Financial Advisers, Mortgage Advisers and Accountants and is widely used by those who are looking for highly recommended Professionals. Lots of […]  Continue reading

Darren’s a Winner!

Darren’s a Winner! VouchedFor is a website which lists over 7,000 Top Rated Professionals (solicitors, financial advisers, mortgage advisers and accountants) inviting their customers to post reviews on how they rate their service, all of which then becomes a useful guide to people looking for personal recommendations. Yianni Theodorou from Logic Wealth Planning is featured […]  Continue reading

Rochdale Online Business Exhibition – Weds 23Sep 2015

Here at Logic Wealth Planning we’re really looking forward to being at the Rochdale Online Business exhibition, on Weds 23Sep15 from 4pm to 7pm at Rochdale Town Hall. Now in its fourth year, the exhibition will take place in the magnificent setting of the Great Hall and provides an excellent opportunity for businesses to network […]  Continue reading

Auto Enrolment made simple for Business Owners

Auto Enrolment is designed to increase the level of retirement saving through the workplace and affects every employer in the UK. Under new legislation, all businesses must enrol their eligible employees in a workplace pension by a given date.  The implications of Auto Enrolment are huge for any business, no matter how big or small […]  Continue reading

Sam’s a winner ! The Bagman’s Annual Golf Event

The Bagman’s Annual Golf Event The Bagman’s Annual Golf event has been running for over 10 years, taking place on a wide variety of European and UK Golf Courses. This years event was held nearer to home at Manchester Golf Course where Logic Wealth Planning sponsor the 15th hole. As always competition was strong but […]  Continue reading

The Future Of Annuities

Pension freedom is now with us, and with it, the flexibility for us to choose what we do with our pension ‘pot’ at retirement – spend it, use it for an income, leave it invested, or take any combination of all three (1). What does this mean for annuities? Long a staple product for retirees, […]  Continue reading

Protecting Your Family

Many people start a life policy when they take out a mortgage or start a family and think no more about it. However, life assurance can be combined with other cover, so as well as providing a lump sum on your death, you can also protect against loss of income due to unemployment, accident or critical […]  Continue reading

Passing your Pension on

Passing your Pension on. The new pension freedom that came into force in April 2015 brought with it welcome changes, allowing pensions to be passed to beneficiaries in a tax-efficient way. If you die before age 75 – and before taking anything from your defined contribution pension – this will usually be paid to your beneficiaries as […]  Continue reading

To CTF or JISA? That is the Question

CTF or JISA ? From their introduction in January 2005 to the issue of the final vouchers in 2012, 4.5 million Child Trust Funds (CTFs) were opened by parents(1). However, in November 2011, this form of account became partially superseded by Junior Individual Savings Accounts (JISAs) and since April this year, you have had the option to transfer […]  Continue reading

Financing Your First Mortgage

All the signs indicate that 2015 will be another buoyant year in the property market. A stronger outlook for jobs and an increase in real earnings, continuing low interest rates and competitive mortgage deals all look set to boost first-time buyer activity in the coming months. MAKE SURE YOUR FINANCES ARE LENDER-FRIENDLY The Financial Conduct Authority […]  Continue reading

Keep Calm – But think about your Pension

Think about your Pension April’s Pension Reform opened up more opportunities at retirement for those with defined contribution pension plans. But does this make the plans more attractive? WHY SAVE FOR RETIREMENT? According to a recent survey (1) workers want around half their current income to be comfortable in retirement. However, two fifths claim they […]  Continue reading

Budget 2015 : At-a-glance

Budget 2015 George Osborne has delivered his seventh Budget as chancellor, the first for a majority Conservative government since November 1996. Here is a summary of his main announcements. Personal taxation and pay New national living wage will be introduced for all workers aged over 25, starting at £7.20 an hour from April 2016 and […]  Continue reading