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

End of tax year IHT recap – gen up on gifting allowances 

Recent HMRC data shows that IHT receipts rose to £4.3bn during the period from April to September 2024, a £400m increase on the same period the previous year.  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

Half of over 55s never talk to loved ones about retirement finances

Many people are approaching retirement without talking to anyone about the retirement lifestyle they want and whether they’re on track for it  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

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

Logic celebrate winning another award!

Logic Wealth Planning are very proud   Continue reading

Take stock of your retirement plans

Now is the perfect time to take stock of your retirement plans. Many of us dream of a carefree retirement, free from financial worries and filled with the freedom to pursue our passions.  Continue reading

Wise words about money

Trying to understand how to make the most of money, savings and investments can be a minefield. Logic Wealth Planning starts by listening, then we can offer some wise words about money.   Continue reading

Life and wealth planning the logical way

Understanding what you want from life is the key to making the best financial choices  Continue reading

Preparing emotionally for retirement

Retiring is a huge life event, and can sometimes leave us feeling like we’ve lost our identity.   Continue reading

What do IFAs actually do?

What does the role of an IFA entail, and how can they help you grow your money?  Continue reading

Fail to plan, plan to fail

Suggesting that someone is deliberately planning to fail is harsh, but if you fail to plan the best route to financial peace of mind, there’s a good chance that you will fall short of your goals.  Continue reading

Retirement finances: Let us help you take control

wo pieces of research have again highlighted consumer confusion and concerns around pension provision and thereby the necessity for people to take control of their retirement planning.  Continue reading

Personal Finances – so what are your weak spots?

No matter what age you are it’s likely you have a weak spot when it comes to Personal Finances. In fact, it’s pretty much inevitable, no one’s financial armour is infallible. What steps can you take to shore up your defences?  Continue reading

Meet Benedict Quinn

Benedict plays a key role within our small team of Financial Advisers. Many clients consider him the face of the company as they meet with him at regular intervals to review their investments and discuss their finances, and he then remains their point of contact if ever they need urgent help in between times. Here are some more details about Benedict and a few comments his clients have recently made about him.   Continue reading

Do you know what your options are when the time comes to retire? 

Of the pension holders we surveyed :  Continue reading

Pensions Jargon Buster

Confused and bamboozled by the vernacular surrounding pensions and saving for retirement? You’re not alone.  Continue reading