Category: Financial Planning

Reduce your Financial Fear and Plan Ahead

Reduce your Financial Fear and Plan Ahead With the counselling organisation, Relate, reporting one of the biggest causes of stress as worry about finances, this could be a good time to reduce your stress levels by reviewing your financial plans. Here are some steps you can take to help you get your finances into good...

Income Protection – Can you afford NOT to be covered?

According to the Department for Work and Pensions, 32% of all households have no savings, putting them at risk if illness or injury should strike. What is income protection insurance ? These policies are designed to pay out if you’re not able to work and earn money due to illness or injury , and in...

Downsizing in retirement

Downsizing in retirement With property prices continuing to make headlines, many people nearing retirement are contemplating the financial advantages of downsizing to a smaller property. Moving somewhere smaller can slash household running costs such as heating bills and council tax. And if you end up with spare cash you can invest tax efficiently to augment...

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.