The start of a new year can be the perfect time to check in on your finances, set goals for the year ahead, and create a plan for how you’ll achieve them.

In fact, the Investment Association (6 January 2025) found that 43% of UK adults planned to set financial goals at the start of 2025.

This year, with the tax burden rising, new legislation being introduced, and inflation remaining high, getting a handle on your personal finances could be top of your agenda.

Indeed, the uncertainty of both the UK and the global economy could be a key driver for building financial resilience. In 2025, figures reported by IFA Magazine (13 February 2025) showed that confidence in the UK economy had plummeted among high net worth individuals, falling to 48% from 84% since August 2024.

Whether you want to boost your retirement savings or pass your wealth on to the next generation, in this guide you can discover five valuable tips to help you manage your finances, build resilience, and grow your wealth in 2026.

Download your copy here: 5 tips to help you manage your wealth in 2026

If you’d like to know more about how we can help you plan to achieve the goals that matter to you, please get in touch.

Please note: This guide is for general information only and does not constitute advice. The information is aimed at retail clients only.

All information is correct at the time of writing (January 2026) and is subject to change in the future.

The Financial Conduct Authority does not regulate cashflow planning.

Approved by The Openwork Partnership on 08/01/2026.