Angus Simpson

Tackle tax year end with confidence

Tax rules can seem pretty impenetrable. With the new Budget, and so many different allowances and regulations to keep up with, it’s no wonder millions of us end up accidentally missing opportunities.

In this case, ignorance really isn’t bliss. And by confidently preparing for tax year end, you can be sure you’re getting all the money you’re entitled to - whether that’s by saving as much as you can tax-efficiently or just using your allowances to their full extent.

I can go through your financial position with you, so you’re ready for tax year end on 5 April. Together we can make this tax year end something to celebrate, rather than pass by. Get in touch for your tax year end review or a cashflow modelling session to understand your financial position better.

Approver Quilter Financial Services Limited. November 2025.

As a qualified Financial Adviser with the CII Diploma in Regulated Financial Planning (DipPFS), I work closely with clients to create bespoke financial plans that align with their goals, values, and life stages. My advice spans areas such as investment planning, pensions, protection, and tax efficiency - all delivered with a focus on building trust and long-term relationships.

Before becoming a financial adviser, I built my career in fund services, where I gained valuable experience working behind the scenes in areas involving pensions and investments. This background gave me a solid understanding of how the financial world works - knowledge I now use to break down complex topics and provide clear, practical advice. I enjoy helping clients feel confident and in control of their finances, no matter their starting point.

Outside of work, I’m passionate about the outdoors and am currently on a personal mission to climb all 282 Munros in Scotland. I also enjoy playing badminton and scuba diving, and I’m a certified Divemaster. I believe that, like any great adventure, successful financial planning starts with a clear map and the right guide.