All of the latest news and articles from us here at Jordan Financial Management.
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...
The Importance of a Will: Protecting Your Legacy
Having a will in place means your estate will be dealt with according to your wishes, and there are other important reasons to write a will too. Find out more about making a will, as well as setting up a Lasting Power of Attorney, in this useful guide.
What Happens If You Die Without a Will UK? Understanding Intestacy Rules
Many people put off writing a will, often because it feels like something to worry about “later in...
Inheritance Tax Changes 2025 UK: What They Mean for Your Pension and Legacy
From April 2027, pensions are expected to be included within your estate and could therefore be...
Guide: Revealed: The value of financial planning
Financial planning can add real value to your life, helping you achieve your goals and enjoy the...
The decumulation dilemmas you might need to overcome when you retire
One of the retirement challenges many people face is how to handle wealth decumulation. During...
How to remain calm amid Autumn Budget speculation
The importance of remaining calm is often something that’s talked about when discussing investment...
Long Term Retirement Plans to Secure Your Health and Wealth
Life expectancy has risen significantly in recent years, both in the UK and globally. While living...
How Does Dividend Tax Work? A Simple Guide for 2025
How does dividend tax work? Managing your tax liability effectively could help reduce your overall...









