All of the latest news and articles from us here at Jordan Financial Management.
Do I need to declare interest on savings and if so, when?
Higher interest rates have been a boon for savers. However, you might be questioning whether...
Could Downsizing for Retirement Help You?
Research indicates that retirees have the potential to increase their income through downsizing....
3 potentially useful options on how to reduce inheritance tax
There are multiple ways to transfer wealth to your family. The best option for you may depend on...
3 practical reasons to check your State Pension forecast before you retire
The State Pension is often a useful foundation when you’re creating an income in retirement. Yet,...
More retirees may need to consider tax liability as new State Pension nears the Personal Allowance
Retired individuals are slated to experience a notable 8.5% boost in their State Pension,...
Running out of money tops retirement concerns, but financial planning could bring peace of mind
If retirement concerns about depleting your finances weigh heavily on your mind, rest assured,...
A worrying 2 in 5 wealthy individuals have fallen victim to financial scams
A recent survey reported by Professional Adviser revealed that 2 in 5 wealthy individuals have...
Are you risking a pension shortfall by overlooking longevity?
A survey suggests that some retirees could risk running out of money during their lifetime because...
All the winners and losers from the 2024 Spring Budget
With one eye on a forthcoming general election, the chancellor has announced a Budget aimed at...
Your Spring Budget update – the key news from the chancellor’s statement
The 2024/25 tax year is just a month away, and chancellor Jeremy Hunt has delivered his 2024...