Category: Investments

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,...

The power of diversity for retirement planning – retire tax efficiently!

Recently released figures from the Association of British Insurers (ABI) show that £5.9bn has been withdrawn since the pension freedom reforms came into force in April 2015. Although signs are that the numbers of people accessing their pension is beginning to reduce, this has no doubt provided a welcome tax boost for HM Treasury. But...

What do dividend tax changes mean for trustees?

From 6 April 2016 dividends paid by UK companies and UK authorised mutual funds (i.e. Unit Trusts and OEICs) that are taxed as dividends (i.e. 40%+ invested in equities) no longer come with the non-reclaimable 10% tax credit. However, individuals will in future get a £5,000 dividend allowance, meaning dividends up to this amount will...

LISA – a new arrival to the tax planning family

The new Lifetime ISA has created more choice when saving for retirement. Rather than act as a pension replacement, the new Lifetime ISA will offer additional tax relieved savings for young savers – to save for their first home or as a top up to their pension saving. But there’s a danger that some of...

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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.