Resources

Description

Becoming a parent changes everything — including your finances. Somewhere between the nursery shopping and the sleepless nights, the financial and legal groundwork can easily slip down the list. This checklist makes sure it doesn't.

The New Parent Financial Checklist walks you through everything to put in place — before or once your little one arrives — across six key areas: income and benefits, protection, savings and investing, legal and estate planning, household and partner planning, and the practical admin nobody warns you about.

Inside, you'll get clarity on the essentials: registering for Child Benefit (yes, even if you're a higher earner), opening a Junior Stocks & Shares ISA, understanding what life insurance, critical illness cover, and income protection actually do for your family, and the legal steps — like your Will and guardianship — that too many new parents put off.

Designed by qualified financial adviser Bola Sol, this isn't generic advice pulled from a blog. It's the exact framework she uses with her own clients, distilled into one clear, printable checklist you can work through with your partner, at your own pace.

Because the biggest gift you can give your child isn't just love — it's a financial foundation that's actually in place.