All of the latest news and articles from us here at Jordan Financial Management.
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...
How to Avoid Inheritance Tax: 3 Key Considerations When Gifting Wealth
Statistics indicate a growing trend of families turning to gifting as a means to mitigate...
Financial security in retirement is the most important goal for 9 in 10 Brits
When contemplating the most cherished retirement aspirations, visions of embarking on thrilling...
8.5 million over-65s are paying Income Tax. Do you need to consider your income tax liability?
A combination of stagnant tax thresholds and the upward trajectory of inflation is leading to a...
