Author: Logic wealth planning

Autumn 2014 Statement – what it means for you

Autumn 2014 Statement There were no surprises in George Osborne’s Autumn Statement to match the seismic pension changes in his last Budget. However, he did pull one rabbit out of the hat for savers in the shape of new inheritability of ISAs for married couples. He also confirmed how pension wealth can be cascaded down the generations. ISA...

ISA inheritability makes allowance for spouse

ISA inheritability makes allowance for spouse Details have begun to emerge on how the new inheritable ISA rules will operate. And the good news is that it will be achieved by an increased ISA allowance for the surviving spouse rather than the actual ISA assets themselves. This means there is no reason to revisit one’s...

Will you, or will you not? Wills

Wills were once perceived as only something to worry about if you were very old and very rich however having your financial affairs in order brings a huge comfort regardless of life-stage or degree of wealth, yet still only around a third of UK adults have written a Will. Why bother? First and foremost, a...

Long Term Care : keeping it in the family

Long Term Care : keeping it in the family With recent estimates suggesting state residential care facilities are underfunded to the tune of £700m** a reliance on the government to look after you or your elderly relatives is increasingly unrealistic. The difficulties facing the sector, coupled with the heightened emotions frequently associated with looking after...

Mortgages, on the up?

In its strongest start to the year since the nadir of the credit crunch, the UK mortgage market seems to be showing signs of life. In its latest monthly set of data, the Council of Mortgage Lenders – whose members represent 95% of retail mortgaging lending in the UK – said gross mortgage lending was...

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