Category: Financial Planning

Are you due a Financial MOT?

Financial MOT Whilst we regularly service our cars, we don’t always pay attention to our money. Are your finances in good shape? Or are they in need of a tune-up? If you’re not sure about the diagnosis, it’s time to get a financial health check. Are you getting the best mortgage deal? It’s worth reviewing...

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...

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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.