Category: Logic Wealth Planning Ltd
An introduction to Sustainable and Ethical Investing
If you’re a more conscientious investor you may have growing concerns about exactly where and how your money’s being used. Here’s a useful guide discussing the increased interest in Sustainable and Ethical investing, and highlighting some of the terminology. There’s been a real surge in the number of people who are now choosing this type […] Continue reading
Stay one step ahead
Protecting against the unexpected isn’t negative thinking, or assuming that the worst might happen. It’s about making sensible provision to ensure that investments and plans will continue running whatever happens in life. That protects you, your family and any assets. But here are some worrying facts: Nearly a third of homeowners (31%) say they would […] Continue reading
Social Media and the younger Investor
The Financial Conduct Authority (FCA) is concerned about the influence social media is having on younger investors, who it believes are taking on significant financial risks. This younger, more diverse group of investors, it said, is highly reliant on social media platforms such as YouTube, Instagram and TikTok for investment tips and advice, but lacks […] Continue reading
‘Secret Accounts’ slow the probate process
The importance of leaving your affairs in order. According to the first Bereavement Index from probate software specialist Exizent#, many people fail to put their financial affairs in order before they die, leaving behind a ‘financial mess’ and a stressful experience for those tasked with administering their estate. The Index revealed that one in seven […] Continue reading
Saving for Private Education
The average termly fee for private schools has reached £12,000 (£36,000 annually) for boarders and £5,064 (£15,191 annually) for day pupils, according to the Independent Schools Council** Planning for the future It’s a big decision to privately educate your child; school fees could easily be a family’s largest expense after their home. Starting to save […] Continue reading
We’re still here to help!
Despite the ongoing restrictions, now extended to 19 July 2021, our business is continuing to operate fully to ensure that we can provide help and assistance to our clients. We’re open Mon to Fri, 9am til 5pm, and we can be contacted on 0808 1234 321 or using info@logic-wp.com. For clients who wish to meet […] Continue reading
Retirement finances: Let us help you take control
Two pieces of research have again highlighted consumer confusion and concerns around pension provision and thereby the necessity for people to take control of their retirement planning. STATE PENSION OVERESTIMATED Firstly, a survey by Which?6 found that three in ten people overestimate their future state pension income, some by almost £50,000 over the course of […] Continue reading
Planning to retire in 2021?
Whether you had always been planning to retire this year, or COVID-19 has forced your hand, it’s never too late to get organised. We believe that retirement is something to be looked forward to after a lifetime of hard work – so don’t let it be overshadowed by financial concerns. We can help you quantify […] Continue reading
Sorting out your mortgage during divorce
Divorce can be an incredibly stressful time for couples and the financial impact it can have only adds to the pressure. The number of couples getting divorced surged by almost a fifth in 20195. Although data for 2020 has not yet been released, after the strains of the last year or so, unfortunately it would […] Continue reading
Nathan Lewis leaves Logic
Everyone in Team Logic would like to wish Nathan Lewis lots of luck and success as he leaves the company this week. Nathan has worked for Logic for 15 years – he’s our longest serving staff member – and throughout this time he has played a major role in helping Yianni Theodorou (our MD) to […] Continue reading
A word of Warning……
“It won’t happen to me” – think again It’s so easy to watch the ads on TV about scams or see the consumer shows interviewing devastated people about their financial losses as victims of fraud, and think “it won’t happen to me”, but think again! In the year to September 2020, Action Fraud received over […] Continue reading
When does the stamp duty holiday in England and Northern Ireland end?
Looking to avoid stamp duty ? House hunters are taking advantage of lockdown rules to travel hundreds of miles to view homes, according to estate agents. This is because many buyers are keen to take advantage of the stamp duty holiday which is due to end on 31 March 2021. If you’re looking to buy […] Continue reading
Do you know your Pension age ?
Did you know that the phased increases to State Pension age (SPA) reached 66 for both men and women in October 2020 and it’s set to rise further? The minimum age for taking funds from a personal pension is also set to rise in 2028. Getting to know your pension ages, and what you can […] Continue reading
The Logic philosophy
Helping people understand what they want from life and money is central to the Logic philosophy. We ask questions and listen to our clients so we can offer wise words about money. Continue reading
Christmas & New Year at Logic Wealth Planning
The Logic Wealth Planning office closes between Christmas and New Year, but we always respond to urgent enquiries. Here’s our contact details for the festive period… Continue reading
Wealth, peace of mind and wellbeing
Like mental health, people in the UK also need to talk more openly about money to boost their wellbeing. The two can be linked, especially when financial worries cause stress and anxiety. Continue reading
Celebrating ongoing business growth
Mid-May marked a special anniversary at Logic Wealth Planning. As the business has expanded it’s been necessary to bring in many new people, and in May 2015 a larger office was required. Here’s celebrating four years at our Heywood base. Continue reading
Wise words about money
Trying to understand how to make the most of money, savings and investments can be a minefield. Logic Wealth Planning starts by listening, then we can offer some wise words about money. Here’s how we like to operate… Continue reading
What is wealth planning?
Wealth planning isn’t just for millionaires, it’s for everyone. It’s about how you make the best of the assets you own, your income and your investments. Wealth planning ensures that you and your family can look to the future with confidence. Continue reading
From Client to Compliance Director!
Some things in life have wonderful symmetry. Nathan Lewis loved being a colleague and client of Yianni Theodorou (Logic Wealth Planning, MD) so much, not long after the firm was established he teamed up with his friend again and is now part of a growing financial services company. Read his story… Continue reading