David Assor

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.

For 25 years, I worked for a number of actuarial consulting firms, including Aon, advising companies and occupational pension scheme trustees on all matters pertaining to their pension and employee benefit arrangements. My main roles was as a client relationship manager for a suite of clients in the financial services and utilities sectors, overseeing a team providing actuarial and pensions management support for defined benefit and defined contribution occupational pension arrangements. 

In 2019, I qualified as a financial adviser and worked for a number of smaller, independent firms before joining Quilter at the end of 2025. I particularly enjoy helping clients to identify their goals and working towards achieving them, as well as ensuring they can obtain peace of mind should anything untoward occur on their journey towards reaching their objectives.

Outside of work, I enjoy spending time with my extended family, as well as reading, eating out and going to the theatre, locally and in the West End. I also enjoy watching football, both on television and in person and I have passed on my support of Chelsea to my children, which they used to thank me for!