Author: Logic wealth planning

Property Funds – the alternative approach

The Alternative Approach to Property Funds Why is everyone talking about property funds?  You can invest directly or indirectly into commercial property funds.  Investing directly or sometimes referred to as direct or ‘bricks and mortar’ commercial property funds refers to direct commercial property investment, meaning that actual physical properties are bought by the fund. Risk is...

The Lifetime Allowance (LTA) Rules

The Lifetime Allowance (LTA) Rules Pensions may still be the best place for savings even though individuals have reached their lifetime allowance. And yet this appears to be a watershed for many. Pension funding is possibly being switched off without a thought. But such drastic steps should only be taken if there is a better financial...

BREXIT – the result! Is it as bad as you think?

BREXIT – the result! Is it as bad as you think? The UK has voted to leave the European Union by a margin of 52% to 48%. Although opinion polls had narrowed during the final few weeks of the campaign, financial markets had been broadly positioned for ‘remain’ given the lead in bookmakers’ odds. The...

Companies investing in Life Assurance Bonds – Inheritance Tax (IHT) Business relief

Companies investing in Life Assurance Bonds – Inheritance Tax (IHT) Business relief Business relief, or Business Property Relief (BPR) as is it often called, gives a substantial relief from tax. It reduces the value transferred by either 100% or 50% depending on circumstances. The legislation, Inheritance Tax Act 1984 (IHTA), is ‘designed’ to give relief...

Looking after the grandchildren – IHT Planning

Looking after the grandchildren – Inheritance Tax Planning Pension flexibility has made pension contributions much more attractive as a means of funding an individual’s own retirement as there is 100% access but also because of the death benefit options. Cascading your wealth through the generations via your pension can be a great way to look...

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Logic Wealth Planning Limited is Authorised and Regulated by the Financial Conduct Authority. Registered in England and Wales number: 4206195. Registered Address: 18/19 Salmon Fields Business Village, Salmon Fields, Royton, Oldham, OL2 6HT. Trading address: Sigma House, 9 Southgate, Cross Street, Off Green Lane, Heywood, Greater Manchester, OL10 1ND. Telephone: 0808 1234 321.