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Ten things to tick off your financial to-do list in 2025

From money-saving work perks to investments and tax planning, resolve to get your finances in shape this new year

New year is traditionally the time when we vow to turn over a new leaf with our finances. For middle class readers above a certain wage, shockwaves from October’s Budget means this is no longer optional.

This list, compiled with help from some of the UK’s top financial advisers, will take you from “to-do” to “ta-da” in 10 easy-to-follow steps.

You could tackle these on your own, with your partner or perhaps alongside a professional adviser.

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