Category: Inheritance Tax

Independent Financial Advice – How can we help you

Independent Financial Advice – How can we help you ? If you haven’t used the services of an Independent Financial Adviser (IFA) before, here are some more details of who we are, what we do and the kind of help we can give you.  Based in Heywood, Greater Manchester, Logic Wealth Planning was set up...

Six Major Tax Changes effective from 6Apr 2017

Six Major Tax Changes effective from 6Apr 2017 The arrival of the new tax year on April 6th 2017 brought a whole range of changes Here we summarise them for you –   Personal Allowance goes up  The personal allowance – the amount you can earn before paying income tax – will rise with the...

Life Insurance – how can you keep it simple?

It may be one of those jobs you’ve been meaning to tick off your to-do list for a while. Life Insurance sounds complex so how can you keep it simple? Don’t delay – making sure your dependants are provided for should anything happen to you, must be a financial planning priority. The statistics indicate that...

Looking after the grandchildren – IHT Planning

Looking after the grandchildren – Inheritance Tax Planning Pension flexibility has made pension contributions much more attractive as a means of funding an individual’s own retirement as there is 100% access but also because of the death benefit options. Cascading your wealth through the generations via your pension can be a great way to look...

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...

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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.