Author: Logic wealth planning

Pension Tax Relief stays untouched by Chancellor

Relief as pension tax stays untouched The Chancellor’s decision to defer any major changes to pension tax relief is a sensible one, with automatic enrolment at its peak and the pension freedoms still bedding in. The fact that the Government has conducted such an open debate on incentives to save has been useful though. Not...

Pension Planning for business owners – Best way to extract profits

Pension Planning for business owners  Business owners are having to rethink the best way to extract profits from their company and pensions are most definitely in their thoughts. Changes to how dividends will be taxed from April could see a reduction in the spendable income they currently receive. A pension contribution could be the best...

Discretionary Trusts

Discretionary Trusts The discretionary trust is a very flexible form of trust. In these trusts the trustees have discretion as to how, when, and for whose benefit to use some or all of the capital and income of the trust fund.  Beneficiaries or a class of beneficiaries are named in the trust deed and it...

High earners – the race is on to maximise Pension funding

The impending Budget has ramped up the urgency for high earners to top up their pension funding. These individuals may see their annual allowance (AA) cut from £40k to £10k from April. But there is also likely to be an announcement on the outcome of the pension tax relief review on 16 March and there’s no...

10 pension funding opportunities not to be missed

Pension Funding Opportunities The following contains the 10 pension funding opportunities not to be missed. Pensions remain the most tax efficient way to save for retirement. And the new freedoms have removed any lingering barriers to accessing funds and passing on unused funds on death. With further cuts to funding limits around the corner, maximising...

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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.