Category: Investments

Planning a Pension? – What mistakes should you avoid?

It’s easy to think that if you have a pension, you can forget all about it until it’s time to retire. However, regular reviews with your Financial Adviser aim to help you enjoy a more financially comfortable lifestyle in retirement. Here are some mistakes you need to avoid as they could be costly in the...

How well can YOU spot a financial scam?

Over 5,000* people were conned into sending planned payments to scammers’ bank accounts last year. Attempts to defraud people of their savings and pensions are rising, constantly evolving and becoming increasingly sophisticated; we all need to guard against fraud. How well can YOU spot a financial scam? It’s always important to think twice before giving...

BREXIT – the result! Is it as bad as you think?

BREXIT – the result! Is it as bad as you think? The UK has voted to leave the European Union by a margin of 52% to 48%. Although opinion polls had narrowed during the final few weeks of the campaign, financial markets had been broadly positioned for ‘remain’ given the lead in bookmakers’ odds. The...

Companies investing in Life Assurance Bonds – Inheritance Tax (IHT) Business relief

Companies investing in Life Assurance Bonds – Inheritance Tax (IHT) Business relief Business relief, or Business Property Relief (BPR) as is it often called, gives a substantial relief from tax. It reduces the value transferred by either 100% or 50% depending on circumstances. The legislation, Inheritance Tax Act 1984 (IHTA), is ‘designed’ to give relief...

Brexit – in the run up to the referendum

Brexit – what does it mean to your investments? Nobody is confident they know what the result of the EU referendum is likely to be on 23rd June and we won’t find out until the day after polling closes. This lack of predictability is causing uncertainty in markets and generating confusing headlines from bookies and pollsters,...

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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.