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Guide: 5 tips to help you manage your wealth in 2026

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 to 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 at the top of your agenda.


Indeed, economic uncertainty in both the UK and across the globe 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 from 84% since August 2024 to 48%.


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



Please get in touch if you’d like to speak to us about your plans for 2026 and beyond.


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

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Contact Us

To find out more about the services we offer or for a free, initial no obligation meeting please call 0208 882 2979 or email info@athertonyork.co.uk or use the contact form below.

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Atherton York Limited 
10 Station Parade, Cockfosters Road
Barnet EN4 0DL
Tel: 0208 882 2979​
Directions & Parking

Our office is on the right next to the Blue Olive restaurant as you drive along the high street heading north towards the M25. There is pay and display parking right outside the front door and we have disabled access.

 

We are also a 5 minutes walk from Cockfosters Tube Station which is on the Piccadilly line. Turn left when you exit the tube and walk down the road, you will see us in the first main parade of shops on the left. The nearest bus stops are outside the tube for the 299 and 298.

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Atherton York Limited, Registered in England and Wales, Number: 8448380, Registered Address: 10 Station Parade, Cockfosters Road, Barnet EN4 0DL. Atherton York Limited is authorised and regulated by the Financial Conduct Authority. FCA Register Number: 740345. The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers based in the UK.

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The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk

© 2023 Atherton York Limited

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