All of the latest news and articles from us here at Jordan Financial Management.
2 reasons to mark the new tax year in your calendar
On 5 April 2026, the current tax year will end, and the new one will start the following day....
6 in 10 over-45s are underestimating the cost of care by thousands of pounds
Brits could face a worrying shortfall if they need care later in life. A report from the Just...
How much should you contribute to your pension?
A third of people don’t know how much they need to contribute to their pensions every year to...
7 ways financial planning could help you set realistic goals
As 2026 begins, it’s a good time to think about what you want to achieve in the coming months. A...
Phasing into retirement: 5 essential financial considerations
While phasing into retirement can offer you greater flexibility, it may make your finances more...
Explained: The new Cash ISA rules and what they mean for your savings
In the November 2025 Budget, the chancellor revealed new Cash ISA rules that will affect...
The difficult but important estate planning conversations to have with your family
An estate plan sets out how you’d like your assets to be managed and distributed during your life...
Phasing into retirement: The emotional and financial benefits
Last month, you read about how retirement is changing, with almost half of workers aged over 50...
Trick or treat: The “tricks” a financial plan could help you avoid
Taking control of your finances can be frightful. Complex rules that are easy to overlook could...
Phasing into retirement: The flexible options you might consider
Traditionally, you’d go from full-time employment to retirement on a set date. Now, more workers...
