All of the latest news and articles from us here at Jordan Financial Management.
Higher rate taxpayers: Beware of the 60% tax trap
The reduction of the Personal Allowance leads some higher-rate taxpayers to unintentionally pay an...
How a Labour Government Could Impact Your Financial Situation
In a landmark victory, the Labour Party triumphed in the 2024 UK general election, securing a...
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...
