All of the latest news and articles from us here at Jordan Financial Management.
How to remain calm amid Autumn Budget speculation
The importance of remaining calm is often something that’s talked about when discussing investment...
Long Term Retirement Plans to Secure Your Health and Wealth
Life expectancy has risen significantly in recent years, both in the UK and globally. While living...
How Does Dividend Tax Work? A Simple Guide for 2025
How does dividend tax work? Managing your tax liability effectively could help reduce your overall...
Pension Age Increase: How Changes Could Impact Your Retirement Plans
From April 2028, the age at which you can usually access your private or workplace pension — known...
How to use the “gifting from income” rule to reduce your estate’s Inheritance Tax bill
According to a Citywire report, forecasts from the Office for Budget Responsibility (OBR) suggest...
How to Protect Your Retirement Savings in a Recession
If you’ve been following recent headlines, you’ll know that the global economy is facing growing...
Essential estate planning steps that could protect young family members
When putting together an estate plan, there are several key considerations to think about—such as...
How to Avoid Tax on Savings: What Every UK Saver Needs to Know
24% of people think all their savings are tax-free, according to a Lloyds Bank survey carried out...
Worried About Your Investments? 4 Ways to Stay Calm During Market Turbulence
A turbulent start to 2025 has left many investors feeling uneasy. Ongoing geopolitical tensions...
Half of adults reconsidering their retirement plans ahead of 2027 Inheritance Tax changes
With upcoming changes to how pensions will be taxed when passed on, you might be reconsidering...
