Author: Logic wealth planning

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...

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...

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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.