22/07/2025
Another fantastic review for Yianni 🤩
Yianni Theodorou, Financial Adviser in Heywood, Greater Manchester - Read Client Reviews
Read what clients have written about Yianni Theodorou of Logic Wealth Planning Ltd - One of our Financial Advisers in Heywood, Greater Manchester
22/05/2025
It is with great sadness that we announce the funeral arrangements for Hazel Welch a much loved friend and colleague.
Hazel was extremely well thought of, and touched so many lives, leaving a lasting impression with everyone she came across.
Her funeral service will be held on Monday 2nd June at 2pm at:
Kane Funeral Services,
44/46 Old Church Street,
Newton Heath,
M40 2JS.
Note, free parking is available across the road in Lidl's car park.
25/04/2025
It is with a heavy heart that I share the sudden passing of Hazel Welch, a dear friend and work colleague.
I have worked alongside Hazel for nearly 11 years, where she was my personal assistant for 9 of those years. She dedicated herself to her work and was a constant source of support to me and the business.
Hazel was a caring and loving person and would always go out of her way to help others.
My thoughts and deepest condolences are with Hazel’s family and loved ones during this incredibly difficult time.
Hazel, you will always be missed, and never forgotten.
Rest in Peace Hazel,
Yianni Theodorou
21/01/2025
WHAT YOU NEED TO KNOW ABOUT INTEREST-ONLY MORTGAGES
An interest-only mortgage helps to keep monthly costs down, but problems can occur when the term ends. Start planning now to have all financial bases covered.
What you need to know about Interest-only mortgages – Logic wealth planning
What you need to know about Interest-only mortgages Posted on 21st January 202521st January 2025 What you need to know about Interest-only mortgages An interest-only mortgage helps to keep monthly costs down, but can cause problems when the term ends. Start planning now to have all financial bases c...
21/01/2025
THE ARRIVAL OF THE NEW YEAR PROVIDES A GREAT OPPORTUNITY FOR YOU TO REVIEW YOUR FINANCIAL PLANS,TO ENSURE THEY’RE STILL ON TRACK
Nurture your financial wellbeing in 2025 – get your life plans in place with smart planning
Nurture your financial wellbeing in 2025 – get your life plans in place with smart planning – Logic wealth planning
Nurture your financial wellbeing in 2025 – get your life plans in place with smart planning Posted on 21st January 202521st January 2025 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 financi...
21/01/2025
TIME’S RUNNING OUT TO FILL THOSE GAPS IN YOUR NATIONAL INSURANCE HISTORY
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. Take action now!!
Only a few months left to maximise your State Pension – Logic wealth planning
Only a few months left to maximise your State Pension Posted on 21st January 202521st January 2025 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 In...
21/01/2025
A SUMMARY OF KEY TAX CHANGES COMING UP IN 2025
Dive into ’25 on top of key tax changes – Logic wealth planning
Dive into ’25 on top of key tax changes Posted on 21st January 202521st January 2025 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 w...
20/01/2025
RECAP ON YOUR IHT GIFTING ALLOWANCES BEFORE TAX YEAR ENDS
Recent HMRC data shows that IHT receipts rose to £4.3bn during the period from April to September 2024, a £400m increase on the same period the previous year. Time to recap on what your allowances are.
End of tax year IHT recap – gen up on gifting allowances – Logic wealth planning
End of tax year IHT recap – gen up on gifting allowances Posted on 20th January 202520th January 2025 End of tax year IHT recap – gen up on gifting allowances Recent HMRC data shows that IHT receipts rose to £4.3bn during the period from April to September 2024, a £400m increase on the same pe...
17/01/2025
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.
Advisers play a ‘pivotal role’ in later-life planning – Logic wealth planning
Advisers play a ‘pivotal role’ in later-life planning Posted on 12th January 202512th January 2025 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, resear...
16/01/2025
A SIMPLE GUIDE TO ISAs
An Individual Savings Account (ISA) is a tax-efficient way to save or invest money. ISAs shelter your money from income tax, capital gains tax, and dividend tax, and offer a degree of flexibility which appeals to many. However there are a number of rules and conditions you need to navigate and we’ve listed them here.
A simple guide to ISAs – Logic wealth planning
A simple guide to ISAs Posted on 16th January 202516th January 2025 A simple guide to ISAs An Individual Savings Account (ISA) is a tax-efficient way to save or invest money. ISAs shelter your money from income tax, capital gains tax, and dividend tax, and offer a degree of flexibility which appeals...
16/01/2025
GROUP LIFE ASSURANCE - HOW DOES IT WORK?
As a business owner, providing a Group Life Assurance scheme to your workforce goes a long way towards demonstrating genuine care for staff welfare as well as encouraging loyalty and reassuring staff that they are valued. Read all about it here.
Group Life Assurance – how does it work? – Logic wealth planning
Group Life Assurance – how does it work? Posted on 16th January 202516th January 2025 Group Life Assurance  – how does it work? Often referred to as Death in Service cover, Group Life Assurance is a form of protection which enables employers to provide a tax free lump sum benefit and/or a de...
12/01/2025
TAKE STEPS TO AVOID OVERSPENDING IN RETIREMENT
Some retirees regularly spend more money than they should. Here's how to avoid that.
Take steps to avoid a retirement overspend – Logic wealth planning
Take steps to avoid a retirement overspend Posted on 12th January 202512th January 2025 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....