Category: Investments

Happy ISA to you

This year marked the 20th anniversary of the ISA. The Individual Savings Account was launched in 1999. If you’re one of the estimated 42% of adults who now hold one, we say Happy ISA to you!

Goal based investments

Personal and lifestyle targets help to shape how we live our lives. Where money and income are concerned, having goal-based investments helps to achieve our aims and realise dreams.

Saving vs investing – what’s right for you?

Making the most of an inheritance, the sale of property or wealth accumulated over a number of years takes careful planning. Do you opt for steady savings or invest to grow your fund?

Money tips for new parents

The arrival of Meghan and Harry’s new baby, Archie, has gripped the nation, but the royal couple is unlikely to worry about their newborn’s financial future. For most parents, a few money tips are usually very welcome…

Tick, tock – time to use ISA allowance

Some investments are all about timing, and making the most of an annual ISA allowance is essential for you to enjoy maximum tax-free savings. Check your ISA investments before the tick, tock of the tax year clock counts down…

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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.