Category: Inheritance
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
Life and wealth planning the logical way
Understanding what you want from life is the key to making the best financial choices Continue reading
Preparing emotionally for retirement
Retiring is a huge life event, and can sometimes leave us feeling like we’ve lost our identity. 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
Which pension personality are you?
A recent study# has identified several distinct pension personality types, each with its own strengths and challenges. Which one resonates with you? Continue reading
Retirement finances: Let us help you take control
wo 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. Continue reading
Personal Finances – so what are your weak spots?
No matter what age you are it’s likely you have a weak spot when it comes to Personal Finances. In fact, it’s pretty much inevitable, no one’s financial armour is infallible. What steps can you take to shore up your defences? Continue reading
Five tips to stay on top of your finances
Putting things off until another day is easy, but where money is concerned it can be a huge mistake to avoid sorting out your finances. Here are five tips to help you stay on top. Continue reading
Do you know what your options are when the time comes to retire?
Of the pension holders we surveyed : Continue reading
The five golden rules of finance for women
According to a report by accountants Price Waterhouse Coopers, more than two in five companies saw their gender pay gap widen last year. Figures suggest the gender pension gap is widening too — research by Now Pensions and the Pensions Policy Institute suggests that a woman in the UK will have to work an extra 18 years if she wants her pension pot to be the same as that of a man. Continue reading
Who we are and What we do
Logic Wealth Planning are an award winning firm of Independent Financial Advisers, established in 2005. Continue reading
Retirees shunning financial advice to plan own retirement
An increasing number of retirees are shunning financial advice and guidance in favour of planning their own path to retirement, a new study by Canada Life has found. Continue reading
Saving vs investing – what’s right for you?
Making the most of an inheritance, the sale of property or wealth accumulated over a number of years takes careful planning. Do you opt for steady savings or invest to grow your fund? 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. Based in Heywood, Greater Manchester, we exist to provide good independent financial advice. To us, sitting down and asking a few questions seems the logical way to approach things. Continue reading
Meet Mark Persechino
As one of our team of Financial Advisers, Mark plays a key part in our business. For many clients he is the face of the company as they will meet with him regularly to review and discuss their finances, and he remains their point of contact if ever they need urgent help in between times. Here are a few more details about Mark and a few comments his clients have recently made about him. Continue reading
Let’s talk about money
Money and wealth are rarely discussed enough, and that stores up problems for the future. Let’s talk about money and educate people from a young age. Continue reading
Why it pays to update your pension Expression of Wishes
An Expression of Wishes tells your pension provider who you would like the beneficiaries of your pension to be in the event of your death. Continue reading
Don’t rush pension decisions
A steady income during retirement is important, but so too is making the right decisions when you are presented with complex financial options. The best advice is don’t rush pension decisions. Continue reading
Estate planning to help your family
You don’t need a castle, acres of land and a fleet of luxury cars to consider estate planning. It applies to us all. It’s a process that you should begin if you want your wealth and possessions passed to relatives with minimal cost and fuss when you die. Continue reading