Category: Individual Savings Accounts
Dive into ’25 on top of key tax changes
A few months have passed since the Autumn Budget, a significant milestone for the Labour government. A comprehensive set of measures impacting individuals and businesses were announced, featuring £40bn in tax increases. Key announcements involved Inheritance Tax, Capital Gains Tax, domicile status, VAT on private school fees, Stamp Duty and Income Tax thresholds. Continue reading
Nurture your financial wellbeing in 2025 – get your life plans in place with smart planning
As we step into 2025, now is the perfect time to set your financial plans in order. Continue reading
A simple guide to ISAs
An Individual Savings Account (ISA) is a tax-efficient way to save or invest money. ISAs shelter your money from income tax, capital gains tax, and dividend tax, and offer a degree of flexibility which appeals to many. However there are a number of rules and conditions you need to navigate and we’ve listed them here. Continue reading
Advisers play a ‘pivotal role’ in later-life planning
People who have sought financial advice are more likely to have taken action to prepare for later life and the transition of wealth, research by Canada Life has revealed. Continue reading
How to deal with debt in a divorce
People in debt can get divorced, but will need to agree a plan or make a formal financial settlement to pay off what they owe. Continue reading
UK shifts from ‘rainy day’ saving to ‘sunny day’ fun – as attitudes towards money are changing
A recent poll of 2,000 adults found that 36% adopt a “you can’t take it with you” approach, preferring to spend their cash while they can, rather instead of saving it for emergencies. Continue reading
Have confidence in your financial goals
Having confidence in your financial goals can make things easier. Continue reading
FCA finds two-thirds of young investors take less than 24 hours to make investment decisions
Latest research from the FCA reveals that young investors are making important investment decisions in a matter of hours, rather than taking the time to check out whether the product is right for them in the long-term. Continue reading
Don’t fall into the pension pay gap
It’s vital that women don’t fall into the pension pay gap that affects them much more than men. Continue reading
How long will you live in your retirement years?
Around one in three people aged 60 today will live into their 90s, and around one in seven people will reach 100. Will their retirement funds see them through? . Continue reading
Wealth planning for the future
Achieving any retirement goal requires planning. It doesn’t just happen. Thats why Wealth Planning is so important. Continue reading
Cutting through financial jargon
Understanding pensions, investments and mortgages is hard enough without overly technical words. We think cutting through financial jargon is essential to help people make the right choices and plans. Continue reading
Autumn retirement round-up
Several retirement reports have hit the headlines recently with a consistent message: if you want a comfortable retirement, you should plan early and be flexible. Continue reading
Majority of adults are not confident they’ll have enough money in retirement
New research from Nucleus’s Retirement Confidence Index has revealed that the majority of adults are not confident they will have enough money to live comfortably in retirement Continue reading
Our clients are at the heart of everything we do
First you’ve got to know where you’re going. Only then can you plan to get there. Continue reading
Managing windfalls: What to do when you come into a lump sum of money
Coming into money might seem like a good thing. Continue reading
Investing with a single income
Single people in the UK are finding it hard to save towards their future Continue reading
Logic celebrate winning another award!
Logic Wealth Planning are very proud Continue reading
Time to sort out your financial future?
Don’t shout it too loud, but Christmas is on the horizon Continue reading