All of the latest news and articles from us here at Jordan Financial Management.
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...
5 useful allowances and exemptions that will reset at the end of the tax year
Making use of allowances and exemptions can lower your tax burden and allow you to make the most...
How to pass on assets to vulnerable family members
When creating an estate plan, you may wish to pass wealth to loved ones who aren’t in a position...
How the ‘A Christmas Carol’ ghosts could help you build an effective financial plan
Charles Dickens’ A Christmas Carol is a story we all know and love. Ebenezer Scrooge’s journey,...
How the fear of retirement could be stalling your retirement dreams
Research indicates that the fear of retirement, particularly concerns about running out of money,...
10 of the world’s best destinations to travel to during winter in the UK
It’s not hard to argue that winter is a magical period. In northern hemisphere countries like here...
Guide: The surprising benefits of choosing a “living legacy” for your loved ones
Leaving wealth behind for your loved ones may be a priority when developing your financial plan....
5 reasons why you should start retirement planning in your 30s and 40s
If you’re already working and paying into your pension, you might feel there’s no need for further...
How your financial plan can create a legacy beyond yourself
You may see your financial plan as a tool to help you achieve your personal life goals, but it can...