All of the latest news and articles from us here at Jordan Financial Management.
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...
How financial planning could help you answer essential “what if?” questions
Financial planning is all about helping you to reach your life goals. Ultimately, the objective is...
Your Spring Statement update – the key news from the chancellor’s speech
After Rachel Reeves’ impactful first Budget in autumn 2024, you might have been concerned about...
Is investing in crypto safe? Watch out for these scam warning signs.
Is investing in crypto safe? While some cryptocurrencies have delivered significant returns in the...
How to reduce capital gains tax bill in 2025
A mix of rising tax rates and uncertainty surrounding the government’s first Autumn Budget...
State Pension: Everything you need to know in 2025/26
For many pensioners, the State Pension forms the foundation of their retirement income. Whether...
Guide: 7 allowances you might want to use before the end of the 2024/25 tax year
The current tax year will end on 5 April 2025. When the new tax year begins, many allowances will reset, so you might want to check if you could benefit from using these seven to make your finances more efficient and reduce your overall tax bill in 2024/25.
5 ways financial planning for retirement could help you emotionally prepare
While financial worries are commonly mentioned by those approaching retirement, emotional...
