Author: Logic wealth planning

Attorneys and court appointed deputies

Guidance for attorneys and court appointed deputies On 18 May 2016, the Office of the Public Guardian (OPG) published advice for attorneys and court appointed deputies when making gifts on behalf of another person. In broad terms, the rules on making gifts are designed to protect the person’s best interests and ensure that attorneys and...

Brexit – in the run up to the referendum

Brexit – what does it mean to your investments? Nobody is confident they know what the result of the EU referendum is likely to be on 23rd June and we won’t find out until the day after polling closes. This lack of predictability is causing uncertainty in markets and generating confusing headlines from bookies and pollsters,...

What’s the truth about annuities?

“Let me be clear: no one will ever have to buy an annuity again” (George Osborne, Budget speech, 19th March 2014†).   This was a watershed moment for retirement income planning, as people can now draw down as much as they want from their pension pot from the age of 55. However it is worth noting that no-one...

The power of diversity for retirement planning – retire tax efficiently!

Recently released figures from the Association of British Insurers (ABI) show that £5.9bn has been withdrawn since the pension freedom reforms came into force in April 2015. Although signs are that the numbers of people accessing their pension is beginning to reduce, this has no doubt provided a welcome tax boost for HM Treasury. But...

What d’you need to know about the New State Pension? Ten Top Facts

Massive changes to the state pension have come into operation. If individuals reach state pension age after 5 April 2016 they will receive the ‘new state pension’. The full amount is £155.65 per week (2016/17) and up until 2020, it’s guaranteed to increase by the highest of price inflation, earnings growth or 2.5%, known as...

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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.