All of the latest news and articles from us here at Jordan Financial Management.
A Lasting Power of Attorney could offer protection at every life stage
Creating a Lasting Power of Attorney (LPA) is commonly linked with the elderly population, but it...
4 excellent benefits of an ISA account
If you haven't used your ISA allowance for the 2023/24 tax year, it could be wise to review your...
The pros and cons of choosing a living legacy over leaving an inheritance
Historically, individuals typically transferred their wealth to beneficiaries after their demise...
Inflation is falling. Here’s what it could mean for your finances
Inflation is falling. As inflation decreases, the prevalent narrative of high inflation dominating...
The 3 essential pension decisions you should review to avoid becoming a “triple defaulter”
Pension savers dubbed “triple defaulters” could be overlooking small changes to their pension that...
5 useful gifting allowances that could help you pass on wealth tax-efficiently in 2024
As a new year starts, you might be thinking about how you could improve the security of your loved...
2 Autumn Statement announcements you may have missed that could simplify your finances
Jeremy Hunt delivered his second Autumn Statement as chancellor on 22 November 2023. While the...
Everything you need to know about the Autumn Statement 2023
On 22 November 2023, Chancellor Jeremy Hunt presented the Autumn Statement 2023 amidst a tough...
Trust Planning: Unlocking the Power of Wealth Transfer
Trust planning for wealth transfer is frequently overlooked despite its significant benefits. This...
5 practical steps for your retirement planning in 2024
Annually, countless individuals embark on the significant milestone of retirement. If you're...
