Category: Investments

Volatility – What it means for Investors

Volatility – What it means for Investors Since the global credit crisis, investors have become more aware of risk in general and portfolio volatility in particular. At times, there can seem to be a lot of volatility about. In a world of 24/7 media commentary continuously focusing on economic problems, such as the debt crisis...

To CTF or JISA? That is the Question

CTF or JISA ? From their introduction in January 2005 to the issue of the final vouchers in 2012, 4.5 million Child Trust Funds (CTFs) were opened by parents(1). However, in November 2011, this form of account became partially superseded by Junior Individual Savings Accounts (JISAs) and since April this year, you have had the option to transfer...

Pension or ISA ?

Pension or ISA ? It is folly for a man to pray to the gods for that which he has the power to obtain by himself – Epicurus Accepted logic is, for savings where access is required before age 55 ISA’s are a great option, but with pension freedom upon us and unlimited access pensions...

Offshore bonds get £5k tax free savings boost

Offshore bonds have been given a double tax boost. Changes to how savings income is taxed will mean a greater number of offshore bond savers will pay no tax on their bond gains. The twin measures will first see the savings rate tax band extended to £5,000 and the tax rate cut from 10% to...

A Beginners Guide to Investment

A Beginners Guide to Investment When you’re thinking about investing for the first time, there are various factors you’ll need to consider before you begin. Firstly, you need to be clear why you’re investing and what your goals are. Your adviser will want to know what plans you have for the future. These often include ...

Sitemap | Privacy policy

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.