12 January 2026
As a new year begins, many of us instinctively think about fresh starts and future plans – but how often do we pause to reflect on whether our finances are keeping pace with our lives? This latest issue explores why standing still is rarely an option when it comes to financial planning. Against a backdrop of economic change, shifting rules and evolving personal circumstances, it highlights the importance of reviewing where you are now and ensuring your plans still support what matters most to you and your family.
Throughout the issue, we touch on the key moments and decisions that can quietly shape your financial future – from protecting what you’ve built, to making the most of opportunities before deadlines pass, and thinking carefully about the legacy you may one day leave behind. Rather than offering quick answers, it invites you to step back, ask the right questions and consider how proactive planning today can create greater confidence and clarity for tomorrow.
Click here to read the January & February Checklist