All of the latest news and articles from us here at Jordan Financial Management.
1 in 40 homes are now worth over £1 million. How will Inheritance Tax Liability impact them?
The surge in demand for larger properties and the resulting increase in prices has led to a rise...
What role does inheritance tax planning play in your estate planning?
Inheritance Tax (IHT) can have a significant impact on the amount you leave behind for your loved...
Who are the winner and losers from the 2023 spring budget?
Only half a year ago, Kwasi Kwarteng presented his contentious "mini-Budget" in the House of...
Spring Budget 2023 Update – Key takeaways from the Chancellor’s statement
On Wednesday 15th of March, Chancellor Jeremy Hunt presented his Spring Budget 2023. Hunt...
Average Cost of Retirement Driven up by Soaring Inflation
High inflation could result in retirees needing to raise their budget by almost 20% to maintain...
Estate planning in Sutton Coldfield: 3 ways to leave wealth to your family
When it comes to estate planning in Sutton Coldfield, a crucial aspect is determining how you wish...
Reasons why you should take advantage of your ISA allowance 2022/23
You have until the 5th of April to make the most of your ISA allowance 2022/23. In order to...
Estate planning in Birmingham: How to understand the value of your assets and estate
Understanding the value of your assets and how they may fluctuate over time is essential when...
Revealed: The key to happiness in retirement is focusing on experiences
Retirement is a milestone that’s often greeted with celebration. But what do you need to do to be...
Estate planning: What is it and why does it matter?
Have you thought about how you’ll use assets later in life or what you’d like to happen to them...
