With the self-assessment tax return deadline on 31st Jan, now is the ideal time to review your financial health for the year and set intentions for 2026.

✓ Complete and file self-assessment tax return (deadline 31st Jan)

✓ Review 2025 spending and set 2026 household budget

✓ Review pensions performance

✓ Adjust savings goals for the year

✓ Review credit card rates and consider switches

✓ Check ISA allowance and contributions

✓ Schedule meetings with financial specialists

These conversations set the foundation for financial clarity throughout the year. Booking appointments early in January sets you up for the year.

CiD clients: We maintain an expert network of regulated financial advisers, later life planners, tax specialists, mortgage brokers, pensions advisors and accountants. We can connect you with trusted professionals and coordinate appointments on your behalf.