Category: Wills & Estate Planning
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
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
Advisers play a ‘pivotal role’ in later-life planning
People who have sought financial advice are more likely to have taken action to prepare for later life and the transition of wealth, research by Canada Life has revealed. Continue reading
Consolidating investments for peace of mind
With multiple investments causing an administrative headache, and some of them held in higher risk products, a client living in Saddleworth* needed advice on his investments, and to simplify matters. The goal was peace of mind. 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
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
Managing windfalls: What to do when you come into a lump sum of money
Coming into money might seem like a good thing. Continue reading
Time to sort out your financial future?
Don’t shout it too loud, but Christmas is on the horizon 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
Helping your parents plan for the future
As we all get older it can sometimes be very hard to have conversations with our parents about issues such as money, the cost of care, plans for the future etc. Continue reading
‘Secret Accounts’ slow the probate process
The importance of leaving your affairs in order. Continue reading
Life and wealth planning the logical way
Understanding what you want from life is the key to making the best financial choices Continue reading
Over half of Brits have failed a financial literacy test
Some 51% of UK adults have failed a literacy test with age being a crucial factor. Continue reading
What do IFAs actually do?
What does the role of an IFA entail, and how can they help you grow your money? Continue reading
Fail to plan, plan to fail
Suggesting that someone is deliberately planning to fail is harsh, but if you fail to plan the best route to financial peace of mind, there’s a good chance that you will fall short of your goals. Continue reading
Here’s how money really can buy you happiness
Can money really buy happiness? Or is happiness an inside job? Continue reading