All of the latest news and articles from us here at Jordan Financial Management.
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...
Should you take your pension tax-free lump sum to kickstart retirement?
When you decide to tap into your pension, there's often an option to take the pension tax free as...
Care home fees have increased by 10%. Are they part of your long-term plan?
Statistics indicate that the typical expense associated with care homes is steadily increasing....
Intergenerational wealth planning: Your options when passing on wealth to the next generation
Many individuals share the common aspiration of ensuring the lasting financial security of their...
5 powerful reasons to learn more about your pension today
For many people, their pension is a crucial part of their retirement plan. With Pension Awareness...
5 excellent reasons why families use trusts for estate planning
Trusts for estate planning provide a highly advantageous avenue for transferring wealth and...