The good news about pensions

Yes, there really is good news about pensions. That’s despite Brexit and the other issues that face the UK economy and its savers. There are tax breaks, an increased Lifetime Allowance and flexible options.  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

A growing team of talented people

Every business needs great people, and the financial services profession relies on skilled advisers and administrators who communicate and work well together. Logic Wealth Planning is lucky to have a growing team of talented people, with new arrivals who have shared recent commercial experiences.  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

Essential retirement planning tips

The idea of retiring, taking things easier and enjoying pleasures you never had time for seems great. But not everyone can do that. Not everyone is financially prepared to stop working. Here are some checks and essential retirement planning tips to see if you’re ready to retire…  Continue reading

Avoid retirement regrets

Regrets, we’ve all had a few, but pension income shouldn’t be one of them. Hopefully, that’s where you will be as you arrive at retirement age.  Continue reading

The top rated UK financial advisers

Recognition, great feedback and positive reviews mean a lot, especially for independent financial advisers. Logic Wealth Planning’s MD has been included on the 2019 Guide to the UK’s Top Rated financial advisers, published in The Times newspaper.  Continue reading

Self-employed MUST plan for retirement

Freelancers, self-employed, small business owners and contractors all know that monies should be put aside for later life, but finding the cash to top up pension pots for retirement can be difficult.  Continue reading

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…  Continue reading

Investing with a single income

Single people in the UK are finding it hard to save towards their future, with a recent survey revealing that less than half of them are investing enough of their income to secure comfortable retirement funds.  Continue reading

Get personal finances in great shape

The New Year and January encourage fresh thinking and determination. As well as diets, detox and downsizing, getting your personal finances in shape should be a priority.  Continue reading

Will banning nuisance calls stop pension scammers?

The UK government has now banned nuisance calls, texts and emails relating to pensions. People of retirement age have been warned to remain on their guard for pension scammers.  Continue reading

Missing bolts, Ed Sheeran and Australia!

How does Ed Sheeran fit in with missing bicycle parts and a trip to Australia? It was just another phase of gruelling triathlon qualification for Logic Wealth Planning client Chris Forde. Read about the Manchester man’s latest exploits here…  Continue reading

How salary sacrifice saves tax and boosts pensions

What is salary sacrifice, and does it really boost your pension pot? Employees can receive a range of benefits from employers, but there are many pros and cons that should be carefully considered.  Continue reading

Why are women’s pensions still less than men’s?

In November 2018 the age that men and women collect their state pensions was equalised. Both are now eligible from the age of 65. But coupled with private pensions, the sexes are far from financially equal.  Continue reading

Why businesses need shareholder protection insurance

When a business partner dies there are implications for the surviving partner(s). Shareholder protection provides a safety net and helps minimise the impact on the organisation’s future operation.  Continue reading

Celebrating the UK’s top rated financial advisers

The 2019 list is out. The names of the UK’s top rated financial advisers have been revealed. Based on customer reviews compiled by ‘Vouched For’ website, Logic Wealth Planning’s MD is on the prestigious list…  Continue reading

What is a financial health check?

A trip to the doctor can be daunting, but a financial health check is often a mystery to many people. Getting your money, savings and overall life plan in order should be a top priority. We can help to make it a painless experience…  Continue reading

Growing appetite for protection policies

Protecting family lifestyles and business investments is becoming more common. As people plan more for the future, they are also arranging more protection policies as health consciousness increases.  Continue reading

Who are the sandwich generation?

Saving for your own retirement is hard enough, but what happens when you’re still supporting children and elderly parents? You are probably part of the growing sandwich generation.  Continue reading