Dive into ’25 on top of key tax changes

A few months have passed since the Autumn Budget, a significant milestone for the Labour government. A comprehensive set of measures impacting individuals and businesses were announced, featuring £40bn in tax increases. Key announcements involved Inheritance Tax, Capital Gains Tax, domicile status, VAT on private school fees, Stamp Duty and Income Tax thresholds.  Continue reading

Only a few months left to maximise your State Pension 

The government is encouraging individuals to take advantage of the opportunity to maximise their State Pension by filling gaps in their National Insurance (NI) records for the period between 6 April 2006 and 5 April 2018.  Continue reading

Nurture your financial wellbeing in 2025 – get your life plans in place with smart planning 

As we step into 2025, now is the perfect time to set your financial plans in order.  Continue reading

Take steps to avoid a retirement overspend

A fifth (20%) of respondents to a survey* have consistently spent more than they expected to during their retirement so far. Moreover, 11% of the over-55s surveyed also said their overspending had occurred early on in their retirement.  Continue reading

How to split pensions in a divorce: The three main options explained – and the many pitfalls to avoid

Pensions are often neglected in divorce settlements despite their value to both partners as a joint asset in a marriage.  Continue reading

Have confidence in your financial goals

Having confidence in your financial goals can make things easier.  Continue reading

Don’t fall into the pension pay gap

It’s vital that women don’t fall into the pension pay gap that affects them much more than men.  Continue reading

How long will you live in your retirement years? 

Around one in three people aged 60 today will live into their 90s, and around one in seven people will reach 100. Will their retirement funds see them through? .  Continue reading

Wealth planning for the future

Achieving any retirement goal requires planning. It doesn’t just happen. Thats why Wealth Planning is so important.  Continue reading

Cutting through financial jargon

Understanding pensions, investments and mortgages is hard enough without overly technical words. We think cutting through financial jargon is essential to help people make the right choices and plans.  Continue reading

Half of over 55s never talk to loved ones about retirement finances

Many people are approaching retirement without talking to anyone about the retirement lifestyle they want and whether they’re on track for it  Continue reading

Autumn retirement round-up

Several retirement reports have hit the headlines recently with a consistent message: if you want a comfortable retirement, you should plan early and be flexible.  Continue reading

Majority of adults are not confident they’ll have enough money in retirement

New research from Nucleus’s Retirement Confidence Index has revealed that the majority of adults are not confident they will have enough money to live comfortably in retirement  Continue reading

Our clients are at the heart of everything we do

First you’ve got to know where you’re going. Only then can you plan to get there.   Continue reading

Logic celebrate winning another award!

Logic Wealth Planning are very proud   Continue reading

Time to sort out your financial future? 

Don’t shout it too loud, but Christmas is on the horizon  Continue reading

Life planning to avoid the unexpected

Making regular savings while you earn is relatively easy,   Continue reading

Take stock of your retirement plans

Now is the perfect time to take stock of your retirement plans. Many of us dream of a carefree retirement, free from financial worries and filled with the freedom to pursue our passions.  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.   Continue reading

UK has record 991,000 self-employed workers aged 60 or over

More opt to work beyond traditional retirement age but some are forced to, says advice group Rest Less  Continue reading